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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
Q2 		– Sell
-400
Closed -$36.8K – 2209
2026
Q1 		$36.8K Buy
+400
New +$41.9K ﹤0.01% 1887

Other funds holding UAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
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.