Cassaday & Co Wealth Management
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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
Q3 		$11.1K Sell
100
-4
-4% -$471 ﹤0.01% 934
2026
Q2 		$14.1K Hold
104
– – ﹤0.01% 828
2026
Q1 		$9.6K Buy
+104
New +$10.9K ﹤0.01% 886

Other funds holding UAL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cassaday & Co Wealth Management's UAL Position: Q3 2026 in Review

Cassaday & Co Wealth Management reduced its United Airlines (UAL) stake by 3.8% in Q3 2026, selling an estimated $471 and leaving 100 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Cassaday & Co Wealth Management first reported a position in UAL in Q1 2026 and has held it in 3 quarters since. The position peaked at $14.1K in Q2 2026. 836 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Cassaday & Co Wealth Management held 100 shares of United Airlines worth $11.1K as of Q3 2026.
  • Cassaday & Co Wealth Management sold 4 United Airlines shares in Q3 2026, an estimated $471.
  • United Airlines made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #934 holding.
  • Cassaday & Co Wealth Management first reported a position in United Airlines in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's United Airlines position peaked at $14.1K in Q2 2026.
  • 836 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.