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CBIZ Investment Advisory Services’s United Airlines UAL Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		– Sell
-132
Closed -$14.8K – 717
2025
Q4 		$14.8K Hold
132
– – ﹤0.01% 308
2025
Q3 		$12.7K Buy
132
+8
+6% +$769 ﹤0.01% 315
2025
Q2 		$9.87K Buy
124
+17
+16% +$1.25K ﹤0.01% 354
2025
Q1 		$7.39K Hold
107
– – ﹤0.01% 352
2024
Q4 		$10.4K Buy
107
+21
+24% +$1.77K ﹤0.01% 277
2024
Q3 		$4.91K Hold
86
– – ﹤0.01% 299
2024
Q2 		$4.18K Buy
+86
New +$4.33K ﹤0.01% 304

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CBIZ Investment Advisory Services's UAL Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of United Airlines (UAL) in Q1 2026, closing a stake of 132 shares — an estimated $14.8K sold.

CBIZ Investment Advisory Services first reported a position in UAL in Q2 2024 and held it in 7 quarters. The position peaked at $14.8K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining United Airlines position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 132 United Airlines shares in Q1 2026, an estimated $14.8K.
  • CBIZ Investment Advisory Services first reported a position in United Airlines in Q2 2024 and held it in 7 quarters.
  • CBIZ Investment Advisory Services's United Airlines position peaked at $14.8K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.