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Concord Wealth Partners’s United Airlines UAL Stock Holding History

Concord Wealth Partners’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 		– Sell
-30
Closed -$3.35K – 740
2025
Q4 		$3.35K Hold
30
– – ﹤0.01% 662
2025
Q3 		$2.9K Hold
30
– – ﹤0.01% 685
2025
Q2 		$2.39K Hold
30
– – ﹤0.01% 705
2025
Q1 		$2.07K Buy
+30
New +$2.83K ﹤0.01% 672
2024
Q2 		– Sell
-90
Closed -$4.31K – 911
2024
Q1 		$4.31K Buy
+90
New +$3.86K ﹤0.01% 674

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

Concord Wealth Partners's UAL Position: Q1 2026 in Review

Concord Wealth Partners sold out of United Airlines (UAL) in Q1 2026, closing a stake of 30 shares — an estimated $3.35K sold.

Concord Wealth Partners first reported a position in UAL in Q1 2024 and held it in 5 quarters. The position peaked at $4.31K in Q1 2024. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Concord Wealth Partners reported no remaining United Airlines position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 30 United Airlines shares in Q1 2026, an estimated $3.35K.
  • Concord Wealth Partners first reported a position in United Airlines in Q1 2024 and held it in 5 quarters.
  • Concord Wealth Partners's United Airlines position peaked at $4.31K in Q1 2024.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.