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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
Q2 		$342K Sell
2,516
-129
-5% -$13.4K 0.1% 76
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

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 $3.37T AUM 44.26% 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

Crestmont Private Wealth's UAL Position: Q2 2026 in Review

Crestmont Private Wealth reduced its United Airlines (UAL) stake by 4.9% in Q2 2026, selling an estimated $13.4K and leaving 2,516 shares worth $342K. The position accounts for 0.1% of the portfolio, ranked #76.

Crestmont Private Wealth first reported a position in UAL in Q3 2024 and has held it in 7 quarters since. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Crestmont Private Wealth held 2,516 shares of United Airlines worth $342K as of Q2 2026.
  • Crestmont Private Wealth sold 129 United Airlines shares in Q2 2026, an estimated $13.4K.
  • United Airlines made up 0.1% of Crestmont Private Wealth's portfolio in Q2 2026, its #76 holding.
  • Crestmont Private Wealth first reported a position in United Airlines in Q3 2024 and has held it in 7 quarters since.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.