Concurrent Investment Advisors’s United Airlines UAL Stock Holding History

Concurrent Investment 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	$1.11M	Buy	8,198 +133	+2%	+$13.8K	0.01%	956
2026 Q1	$743K	Buy	8,065 +3,138	+64%	+$329K	0.01%	1023
2025 Q4	$551K	Buy	4,927 +676	+16%	+$68.3K	0.01%	1104
2025 Q3	$410K	Sell	4,251 -403	-9%	-$38.8K	0.01%	1006
2025 Q2	$371K	Sell	4,654 -6,300	-58%	-$464K	0.01%	968
2025 Q1	$756K	Buy	10,954 +8,144	+290%	+$769K	0.02%	621
2024 Q4	$273K	Sell	2,810 -1,397	-33%	-$118K	0.01%	867
2024 Q3	$240K	Buy	+4,207	New	+$195K	0.01%	868

Other funds holding UAL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's UAL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its United Airlines (UAL) stake by 1.6% in Q2 2026, buying an estimated $13.8K and bringing the position to 8,198 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #956.

Concurrent Investment Advisors first reported a position in UAL in Q3 2024 and has held it in 8 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Concurrent Investment Advisors held 8,198 shares of United Airlines worth $1.11M as of Q2 2026.
Concurrent Investment Advisors bought 133 United Airlines shares in Q2 2026, an estimated $13.8K.
United Airlines made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #956 holding.
Concurrent Investment Advisors first reported a position in United Airlines in Q3 2024 and has held it in 8 quarters since.
1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.