EP
UAL icon

Edgestream Partners’s United Airlines UAL Stock Holding History

Edgestream Partners’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 		$1.74M Buy
+12,814
New +$1.33M 0.05% 553
2025
Q4 		– Sell
-31,884
Closed -$3.08M – 1144
2025
Q3 		$3.08M Buy
31,884
+21,524
+208% +$2.07M 0.09% 411
2025
Q2 		$825K Sell
10,360
-54,062
-84% -$3.98M 0.02% 675
2025
Q1 		$4.45M Buy
64,422
+33,862
+111% +$3.2M 0.15% 257
2024
Q4 		$2.97M Sell
30,560
-19,562
-39% -$1.65M 0.13% 311
2024
Q3 		$2.86M Buy
50,122
+37,389
+294% +$1.73M 0.13% 296
2024
Q2 		$620K Buy
12,733
+6,185
+94% +$311K 0.03% 631
2024
Q1 		$314K Buy
+6,548
New +$281K 0.02% 714
2023
Q4 		– Sell
-57,952
Closed -$2.45M – 1070
2023
Q3 		$2.45M Buy
57,952
+48,191
+494% +$2.44M 0.2% 142
2023
Q2 		$536K Sell
9,761
-226
-2% -$10.7K 0.05% 511
2023
Q1 		$442K Buy
9,987
+2,092
+26% +$100K 0.05% 417
2022
Q4 		$298K Buy
+7,895
New +$320K 0.03% 438
2022
Q2 		– Sell
-106,450
Closed -$4.93M – 638
2022
Q1 		$4.93M Buy
+106,450
New +$4.62M 0.39% 68
2021
Q2 		– Sell
-87,838
Closed -$5.05M – 532
2021
Q1 		$5.05M Sell
87,838
-232,868
-73% -$11.4M 0.28% 140
2020
Q4 		$13.9M Buy
320,706
+308,619
+2,553% +$12.5M 0.7% 36
2020
Q3 		$420K Sell
12,087
-292,888
-96% -$10.1M 0.03% 259
2020
Q2 		$10.6M Buy
304,975
+139,458
+84% +$4.18M 0.55% 53
2020
Q1 		$5.22M Sell
165,517
-8,638
-5% -$571K 0.48% 63
2019
Q4 		$15.3M Buy
174,155
+107,156
+160% +$9.62M 0.8% 36
2019
Q3 		$5.92M Buy
66,999
+5,083
+8% +$449K 0.57% 59
2019
Q2 		$5.42M Sell
61,916
-25,673
-29% -$2.17M 0.61% 55
2019
Q1 		$6.99M Buy
+87,589
New +$7.39M 1.03% 31
2018
Q3 		– Sell
-107,162
Closed -$7.47M – 337
2018
Q2 		$7.47M Sell
107,162
-30,135
-22% -$2.09M 1.52% 9
2018
Q1 		$9.54M Buy
+137,297
New +$9.49M 1.87% 4

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

Edgestream Partners's UAL Position: Q2 2026 in Review

Edgestream Partners opened a new position in United Airlines (UAL) in Q2 2026: 12,814 shares worth $1.74M. The stake represents 0.05% of the portfolio and ranks #553 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in UAL as recently as Q3 2025.

Edgestream Partners first reported a position in UAL in Q1 2018 and has held it in 24 quarters since. The position peaked at $15.3M in Q4 2019. 1,068 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Edgestream Partners held 12,814 shares of United Airlines worth $1.74M as of Q2 2026.
  • United Airlines was a new Edgestream Partners position in Q2 2026.
  • United Airlines made up 0.05% of Edgestream Partners's portfolio in Q2 2026, its #553 holding.
  • Edgestream Partners first reported a position in United Airlines in Q1 2018 and has held it in 24 quarters since.
  • Edgestream Partners's United Airlines position peaked at $15.3M in Q4 2019.
  • 1,068 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.