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Cassaday & Co Wealth Management’s United Airlines UAL Stock Holding History

Cassaday & Co Wealth Management’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.1K Hold
104
– – ﹤0.01% 828
2026
Q1 		$9.58K Buy
+104
New +$10.9K ﹤0.01% 886

Other funds holding UAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cassaday & Co Wealth Management's UAL Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its United Airlines (UAL) position steady in Q2 2026 at 104 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Cassaday & Co Wealth Management first reported a position in UAL in Q1 2026 and has held it in 2 quarters since. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Cassaday & Co Wealth Management held 104 shares of United Airlines worth $14.1K as of Q2 2026.
  • Cassaday & Co Wealth Management left its United Airlines share count unchanged in Q2 2026.
  • United Airlines made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #828 holding.
  • Cassaday & Co Wealth Management first reported a position in United Airlines in Q1 2026 and has held it in 2 quarters since.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.