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Forum Financial Management’s United Airlines UAL Stock Holding History

Forum Financial 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 		– Sell
-6,724
Closed -$752K – 951
2025
Q4 		$752K Sell
6,724
-27
-0.4% -$2.73K 0.01% 321
2025
Q3 		$651K Buy
6,751
+213
+3% +$20.5K 0.01% 359
2025
Q2 		$521K Buy
6,538
+404
+7% +$29.8K 0.01% 391
2025
Q1 		$424K Buy
6,134
+411
+7% +$38.8K 0.01% 434
2024
Q4 		$556K Buy
5,723
+148
+3% +$12.5K 0.01% 340
2024
Q3 		$318K Buy
5,575
+306
+6% +$14.2K 0.01% 489
2024
Q2 		$256K Buy
5,269
+638
+14% +$32.1K ﹤0.01% 545
2024
Q1 		$222K Buy
+4,631
New +$198K ﹤0.01% 653

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

Forum Financial Management's UAL Position: Q1 2026 in Review

Forum Financial Management sold out of United Airlines (UAL) in Q1 2026, closing a stake of 6,724 shares — an estimated $752K sold.

Forum Financial Management first reported a position in UAL in Q1 2024 and held it in 8 quarters. The position peaked at $752K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Forum Financial Management reported no remaining United Airlines position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,724 United Airlines shares in Q1 2026, an estimated $752K.
  • Forum Financial Management first reported a position in United Airlines in Q1 2024 and held it in 8 quarters.
  • Forum Financial Management's United Airlines position peaked at $752K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.