Financial Gravity Asset Management’s United Airlines UAL Stock Holding History

Financial Gravity Asset 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 Q1	$24.4K	Hold	265	–	–	﹤0.01%	416
2025 Q4	$29.6K	Hold	265	–	–	0.01%	311
2025 Q3	$25.6K	Buy	+265	New	+$25.5K	0.01%	382
2025 Q1	$18.3K	Buy	+265	New	+$25K	﹤0.01%	489
2024 Q2	–	Sell	-5	Closed	-$239	–	2376
2024 Q1	$239	Sell	5 -25	-83%	-$1.07K	﹤0.01%	1585
2023 Q4	$651K	Hold	30	–	–	0.01%	435
2023 Q3	$651K	Buy	+30	New	+$1.52K	0.01%	417
2019 Q4	–	Sell	-1	Closed	–	–	1698
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1560
2019 Q2	$0	Hold	1	–	–	﹤0.01%	1669
2019 Q1	$0	Buy	+1	New	+$84	﹤0.01%	1550
2018 Q3	$26K	Buy	+309	New	+$25.5K	0.03%	445

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Financial Gravity Asset Management's UAL Position: Q1 2026 in Review

Financial Gravity Asset Management held its United Airlines (UAL) position steady in Q1 2026 at 265 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Financial Gravity Asset Management first reported a position in UAL in Q3 2018 and has held it in 11 quarters since. The position peaked at $651K in Q4 2023. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Financial Gravity Asset Management held 265 shares of United Airlines worth $24.4K as of Q1 2026.
Financial Gravity Asset Management left its United Airlines share count unchanged in Q1 2026.
United Airlines made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #416 holding.
Financial Gravity Asset Management first reported a position in United Airlines in Q3 2018 and has held it in 11 quarters since.
Financial Gravity Asset Management's United Airlines position peaked at $651K in Q4 2023.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.