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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 		$36.8K Buy
+400
New +$41.9K ﹤0.01% 1887

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

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.