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Crestmont Private Wealth’s United Airlines UAL Stock Holding History

Crestmont Private Wealth’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 		$244K Hold
2,645
– – 0.08% 92
2025
Q4 		$296K Hold
2,645
– – 0.1% 68
2025
Q3 		$255K Hold
2,645
– – 0.08% 74
2025
Q2 		$211K Buy
+2,645
New +$195K 0.08% 77
2025
Q1 		– Sell
-2,636
Closed -$256K – 87
2024
Q4 		$256K Sell
2,636
-1,006
-28% -$85.1K 0.12% 55
2024
Q3 		$208K Buy
+3,642
New +$169K 0.09% 106

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

Crestmont Private Wealth's UAL Position: Q1 2026 in Review

Crestmont Private Wealth held its United Airlines (UAL) position steady in Q1 2026 at 2,645 shares worth $244K. The position accounts for 0.08% of the portfolio, ranked #92.

Crestmont Private Wealth first reported a position in UAL in Q3 2024 and has held it in 6 quarters since. The position peaked at $296K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Crestmont Private Wealth held 2,645 shares of United Airlines worth $244K as of Q1 2026.
  • Crestmont Private Wealth left its United Airlines share count unchanged in Q1 2026.
  • United Airlines made up 0.08% of Crestmont Private Wealth's portfolio in Q1 2026, its #92 holding.
  • Crestmont Private Wealth first reported a position in United Airlines in Q3 2024 and has held it in 6 quarters since.
  • Crestmont Private Wealth's United Airlines position peaked at $296K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.