CA
UAL icon

Clearstead Advisors’s United Airlines UAL Stock Holding History

Clearstead Advisors’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 		$498K Sell
3,663
-13,994
-79% -$1.45M ﹤0.01% 764
2026
Q1 		$1.63M Buy
17,657
+12,650
+253% +$1.33M 0.01% 410
2025
Q4 		$560K Buy
5,007
+2,398
+92% +$242K 0.01% 624
2025
Q3 		$252K Buy
2,609
+242
+10% +$23.3K ﹤0.01% 829
2025
Q2 		$188K Buy
2,367
+215
+10% +$15.8K ﹤0.01% 912
2025
Q1 		$149K Buy
2,152
+8
+0.4% +$755 ﹤0.01% 895
2024
Q4 		$208K Buy
2,144
+46
+2% +$3.89K ﹤0.01% 842
2024
Q3 		$120K Hold
2,098
– – ﹤0.01% 983
2024
Q2 		$102K Buy
2,098
+181
+9% +$9.11K ﹤0.01% 994
2024
Q1 		$104K Sell
1,917
-20
-1% -$857 0.01% 602
2023
Q4 		$79.9K Sell
1,937
-53
-3% -$2.08K ﹤0.01% 632
2023
Q3 		$84.2K Hold
1,990
– – 0.01% 589
2023
Q2 		$109K Buy
1,990
+65
+3% +$3.07K 0.01% 555
2023
Q1 		$85.2K Sell
1,925
-507
-21% -$24.3K 0.01% 539
2022
Q4 		$91.7K Buy
2,432
+1,001
+70% +$40.6K 0.01% 518
2022
Q3 		$47K Hold
1,431
– – ﹤0.01% 619
2022
Q2 		$51K Sell
1,431
-1,009
-41% -$44.3K ﹤0.01% 619
2022
Q1 		$113K Buy
2,440
+1,009
+71% +$43.7K 0.01% 527
2021
Q4 		$63K Sell
1,431
-545
-28% -$25.3K ﹤0.01% 617
2021
Q3 		$94K Sell
1,976
-630
-24% -$29.7K 0.01% 492
2021
Q2 		$136K Hold
2,606
– – 0.01% 404
2021
Q1 		$150K Hold
2,606
– – 0.01% 367
2020
Q4 		$113K Hold
2,606
– – 0.01% 394
2020
Q3 		$91K Buy
2,606
+1,181
+83% +$40.9K 0.01% 386
2020
Q2 		$49K Buy
1,425
+300
+27% +$9K 0.01% 432
2020
Q1 		$35K Buy
+1,125
New +$74.4K 0.01% 450

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

Clearstead Advisors's UAL Position: Q2 2026 in Review

Clearstead Advisors reduced its United Airlines (UAL) stake by 79% in Q2 2026, selling an estimated $1.45M and leaving 3,663 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Clearstead Advisors first reported a position in UAL in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.63M in Q1 2026. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Clearstead Advisors held 3,663 shares of United Airlines worth $498K as of Q2 2026.
  • Clearstead Advisors sold 13,994 United Airlines shares in Q2 2026, an estimated $1.45M.
  • United Airlines made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #764 holding.
  • Clearstead Advisors first reported a position in United Airlines in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's United Airlines position peaked at $1.63M in Q1 2026.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.