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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
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

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

Clearstead Trust's UAL Position: Q1 2026 in Review

Clearstead Trust increased its United Airlines (UAL) stake by 15% in Q1 2026, buying an estimated $1.89K and bringing the position to 136 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Clearstead Trust first reported a position in UAL in Q4 2022 and has held it in 6 quarters since. The position peaked at $38K in Q4 2022. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Clearstead Trust held 136 shares of United Airlines worth $12.5K as of Q1 2026.
  • Clearstead Trust bought 18 United Airlines shares in Q1 2026, an estimated $1.89K.
  • United Airlines made up ﹤0.01% of Clearstead Trust's portfolio in Q1 2026, its #526 holding.
  • Clearstead Trust first reported a position in United Airlines in Q4 2022 and has held it in 6 quarters since.
  • Clearstead Trust's United Airlines position peaked at $38K in Q4 2022.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.