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Diversify Wealth Management’s United Airlines UAL Stock Holding History

Diversify Wealth Management’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 Sell
4,356
-3
-0.1% -$311 0.01% 846
2026
Q1 		$386K Buy
+4,359
New +$457K 0.01% 883

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

Diversify Wealth Management's UAL Position: Q2 2026 in Review

Diversify Wealth Management reduced its United Airlines (UAL) stake by 0.07% in Q2 2026, selling an estimated $311 and leaving 4,356 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #846.

Diversify Wealth Management first reported a position in UAL in Q1 2026 and has held it in 2 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Diversify Wealth Management held 4,356 shares of United Airlines worth $525K as of Q2 2026.
  • Diversify Wealth Management sold 3 United Airlines shares in Q2 2026, an estimated $311.
  • United Airlines made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #846 holding.
  • Diversify Wealth Management first reported a position in United Airlines in Q1 2026 and has held it in 2 quarters since.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.