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 Q2	$525K	Buy	+4,356	New	+$451K	0.01%	846
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Diversify Advisory Services's UAL Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in United Airlines (UAL) in Q2 2026: 4,356 shares worth $525K. The stake represents 0.01% of the portfolio and ranks #846 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in UAL as recently as Q4 2025.

Diversify Advisory Services first reported a position in UAL in Q1 2024 and has held it in 9 quarters since. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Diversify Advisory Services held 4,356 shares of United Airlines worth $525K as of Q2 2026.
United Airlines was a new Diversify Advisory Services position in Q2 2026.
United Airlines made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #846 holding.
Diversify Advisory Services first reported a position in United Airlines in Q1 2024 and has held it in 9 quarters since.
1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.