DWM
UAL icon

Dynasty Wealth Management’s United Airlines UAL Stock Holding History

Dynasty 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 		$2.02M Buy
14,885
+1,386
+10% +$144K 0.02% 132
2026
Q1 		$1.24M Buy
13,499
+93
+0.7% +$9.74K 0.01% 164
2025
Q4 		$1.5M Buy
13,406
+777
+6% +$78.5K 0.01% 152
2025
Q3 		$1.22M Buy
12,629
+3,745
+42% +$360K 0.02% 156
2025
Q2 		$707K Sell
8,884
-1,548
-15% -$114K 0.01% 159
2025
Q1 		$720K Buy
10,432
+581
+6% +$54.9K 0.01% 176
2024
Q4 		$957K Buy
+9,851
New +$833K 0.02% 150

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

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

Dynasty Wealth Management increased its United Airlines (UAL) stake by 10% in Q2 2026, buying an estimated $144K and bringing the position to 14,885 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #132.

Dynasty Wealth Management first reported a position in UAL in Q4 2024 and has held it in 7 quarters since. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Dynasty Wealth Management held 14,885 shares of United Airlines worth $2.02M as of Q2 2026.
  • Dynasty Wealth Management bought 1,386 United Airlines shares in Q2 2026, an estimated $144K.
  • United Airlines made up 0.02% of Dynasty Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Dynasty Wealth Management first reported a position in United Airlines in Q4 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 Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.