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Essex Financial Services’s United Airlines UAL Stock Holding History

Essex Financial 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 		$218K Buy
+1,603
New +$166K 0.01% 769
2025
Q1 		– Sell
-2,530
Closed -$246K – 660
2024
Q4 		$246K Buy
+2,530
New +$214K 0.02% 542

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

Essex Financial Services's UAL Position: Q2 2026 in Review

Essex Financial Services opened a new position in United Airlines (UAL) in Q2 2026: 1,603 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #769 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in UAL as recently as Q4 2024.

Essex Financial Services first reported a position in UAL in Q4 2024 and has held it in 2 quarters since. The position peaked at $246K in Q4 2024. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Essex Financial Services held 1,603 shares of United Airlines worth $218K as of Q2 2026.
  • United Airlines was a new Essex Financial Services position in Q2 2026.
  • United Airlines made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #769 holding.
  • Essex Financial Services first reported a position in United Airlines in Q4 2024 and has held it in 2 quarters since.
  • Essex Financial Services's United Airlines position peaked at $246K in Q4 2024.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

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