Cherry Tree Wealth Management’s United Airlines UAL Stock Holding History

Cherry Tree 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 Q1	$369	Hold	4	–	–	﹤0.01%	568
2025 Q4	$448	Hold	4	–	–	﹤0.01%	569
2025 Q3	$386	Hold	4	–	–	﹤0.01%	572
2025 Q2	$319	Hold	4	–	–	﹤0.01%	591
2025 Q1	$277	Hold	4	–	–	﹤0.01%	745
2024 Q4	$389	Hold	4	–	–	﹤0.01%	621
2024 Q3	$229	Hold	4	–	–	﹤0.01%	606
2024 Q2	$195	Hold	4	–	–	﹤0.01%	590
2024 Q1	$192	Hold	4	–	–	﹤0.01%	588
2023 Q4	$166	Hold	4	–	–	﹤0.01%	586
2023 Q3	$170	Hold	4	–	–	﹤0.01%	578
2023 Q2	$220	Buy	+4	New	+$189	﹤0.01%	590

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cherry Tree Wealth Management's UAL Position: Q1 2026 in Review

Cherry Tree Wealth Management held its United Airlines (UAL) position steady in Q1 2026 at 4 shares worth $369. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Cherry Tree Wealth Management first reported a position in UAL in Q2 2023 and has held it in 12 quarters since. The position peaked at $448 in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Cherry Tree Wealth Management held 4 shares of United Airlines worth $369 as of Q1 2026.
Cherry Tree Wealth Management left its United Airlines share count unchanged in Q1 2026.
United Airlines made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #568 holding.
Cherry Tree Wealth Management first reported a position in United Airlines in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's United Airlines position peaked at $448 in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.