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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Concurrent Investment Advisors's UAL Position: Q1 2026 in Review

Concurrent Investment Advisors increased its United Airlines (UAL) stake by 64% in Q1 2026, buying an estimated $329K and bringing the position to 8,065 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #1023.

Concurrent Investment Advisors first reported a position in UAL in Q3 2024 and has held it in 7 quarters since. The position peaked at $756K in Q1 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Concurrent Investment Advisors held 8,065 shares of United Airlines worth $743K as of Q1 2026.
Concurrent Investment Advisors bought 3,138 United Airlines shares in Q1 2026, an estimated $329K.
United Airlines made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1023 holding.
Concurrent Investment Advisors first reported a position in United Airlines in Q3 2024 and has held it in 7 quarters since.
Concurrent Investment Advisors's United Airlines position peaked at $756K in Q1 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.