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Clearstead Trust’s United Airlines UAL Stock Holding History

Clearstead Trust’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 		$14.8K Sell
109
-27
-20% -$2.8K ﹤0.01% 531
2026
Q1 		$12.5K Buy
136
+18
+15% +$1.89K ﹤0.01% 526
2025
Q4 		$13.2K Buy
118
+6
+5% +$606 ﹤0.01% 525
2025
Q3 		$10.8K Buy
112
+21
+23% +$2.02K ﹤0.01% 571
2025
Q2 		$7.25K Sell
91
-77
-46% -$5.67K ﹤0.01% 665
2025
Q1 		$11.6K Buy
+168
New +$15.9K ﹤0.01% 439
2023
Q1 		– Sell
-1,001
Closed -$38K – 400
2022
Q4 		$38K Buy
+1,001
New +$40.6K 0.01% 243

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 Trust's UAL Position: Q2 2026 in Review

Clearstead Trust reduced its United Airlines (UAL) stake by 20% in Q2 2026, selling an estimated $2.8K and leaving 109 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Clearstead Trust first reported a position in UAL in Q4 2022 and has held it in 7 quarters since. The position peaked at $38K in Q4 2022. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Clearstead Trust held 109 shares of United Airlines worth $14.8K as of Q2 2026.
  • Clearstead Trust sold 27 United Airlines shares in Q2 2026, an estimated $2.8K.
  • United Airlines made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #531 holding.
  • Clearstead Trust first reported a position in United Airlines in Q4 2022 and has held it in 7 quarters since.
  • Clearstead Trust's United Airlines position peaked at $38K in Q4 2022.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

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