Compass Financial Management’s United Airlines UAL Stock Holding History

Compass Financial 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 Q2	$408	Buy	+3	New	+$311	﹤0.01%	1430

Other funds holding UAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Compass Financial Management's UAL Position: Q2 2026 in Review

Compass Financial Management opened a new position in United Airlines (UAL) in Q2 2026: 3 shares worth $408. The stake represents ﹤0.01% of the portfolio and ranks #1430 among its holdings.

1,004 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Compass Financial Management held 3 shares of United Airlines worth $408 as of Q2 2026.
United Airlines was a new Compass Financial Management position in Q2 2026.
United Airlines made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1430 holding.
1,004 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.