Diversify Advisory Services’s United Airlines UAL Stock Holding History

Diversify Advisory Services’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	–	Sell	-3,203	Closed	-$364K	–	809
2025 Q4	$364K	Sell	3,203 -200	-6%	-$20.2K	0.01%	708
2025 Q3	$327K	Buy	3,403 +19	+0.6%	+$1.83K	0.01%	695
2025 Q2	$333K	Sell	3,384 -1,262	-27%	-$93K	0.01%	652
2025 Q1	$320K	Sell	4,646 -93	-2%	-$8.78K	0.02%	475
2024 Q4	$508K	Buy	4,739 +101	+2%	+$8.54K	0.03%	361
2024 Q3	$345K	Sell	4,638 -75	-2%	-$3.47K	0.02%	464
2024 Q2	$222K	Buy	4,713 +65	+1%	+$3.27K	0.01%	581
2024 Q1	$220K	Buy	+4,648	New	+$199K	0.01%	593

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

Diversify Advisory Services's UAL Position: Q1 2026 in Review

Diversify Advisory Services sold out of United Airlines (UAL) in Q1 2026, closing a stake of 3,203 shares — an estimated $364K sold.

Diversify Advisory Services first reported a position in UAL in Q1 2024 and held it in 8 quarters. The position peaked at $508K in Q4 2024. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Diversify Advisory Services reported no remaining United Airlines position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 3,203 United Airlines shares in Q1 2026, an estimated $364K.
Diversify Advisory Services first reported a position in United Airlines in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's United Airlines position peaked at $508K in Q4 2024.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.