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Fortis Group Advisors’s United Airlines UAL Stock Holding History

Fortis Group Advisors’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 		$9.21K Hold
100
– – ﹤0.01% 390
2025
Q4 		$11.2K Hold
100
– – ﹤0.01% 375
2025
Q3 		$9.65K Hold
100
– – ﹤0.01% 343
2025
Q2 		$7.96K Hold
100
– – ﹤0.01% 348
2025
Q1 		$6.91K Sell
100
-21
-17% -$1.98K ﹤0.01% 327
2024
Q4 		$11.7K Sell
121
-21
-15% -$1.77K ﹤0.01% 296
2024
Q3 		$8.1K Hold
142
– – ﹤0.01% 318
2024
Q2 		$6.91K Hold
142
– – ﹤0.01% 330
2024
Q1 		$6.8K Sell
142
-142
-50% -$6.08K ﹤0.01% 347
2023
Q4 		$11.7K Buy
284
+142
+100% +$5.58K ﹤0.01% 281
2023
Q3 		$6.01K Buy
+142
New +$7.18K ﹤0.01% 271
2020
Q3 		$3K Buy
+100
New +$3.46K ﹤0.01% 376

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fortis Group Advisors's UAL Position: Q1 2026 in Review

Fortis Group Advisors held its United Airlines (UAL) position steady in Q1 2026 at 100 shares worth $9.21K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Fortis Group Advisors first reported a position in UAL in Q3 2020 and has held it in 12 quarters since. The position peaked at $11.7K in Q4 2024. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Fortis Group Advisors held 100 shares of United Airlines worth $9.21K as of Q1 2026.
  • Fortis Group Advisors left its United Airlines share count unchanged in Q1 2026.
  • United Airlines made up ﹤0.01% of Fortis Group Advisors's portfolio in Q1 2026, its #390 holding.
  • Fortis Group Advisors first reported a position in United Airlines in Q3 2020 and has held it in 12 quarters since.
  • Fortis Group Advisors's United Airlines position peaked at $11.7K in Q4 2024.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.