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BFC Planning, Inc.’s United Airlines UAL Stock Holding History

BFC Planning, Inc.’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 		$104K Sell
768
-972
-56% -$101K ﹤0.01% 1221
2026
Q1 		$160K Sell
1,740
-135
-7% -$14.1K 0.01% 949
2025
Q4 		$210K Sell
1,875
-141
-7% -$14.2K 0.01% 857
2025
Q3 		$195K Sell
2,016
-2,537
-56% -$244K 0.01% 673
2025
Q2 		$363K Buy
4,553
+480
+12% +$35.4K 0.03% 437
2025
Q1 		$281K Buy
4,073
+244
+6% +$23K 0.02% 490
2024
Q4 		$372K Buy
+3,829
New +$324K 0.03% 422

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 $100B AUM 47.5% 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

BFC Planning, Inc.'s UAL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its United Airlines (UAL) stake by 56% in Q2 2026, selling an estimated $101K and leaving 768 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

BFC Planning, Inc. first reported a position in UAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $372K in Q4 2024. 1,074 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • BFC Planning, Inc. held 768 shares of United Airlines worth $104K as of Q2 2026.
  • BFC Planning, Inc. sold 972 United Airlines shares in Q2 2026, an estimated $101K.
  • United Airlines made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1221 holding.
  • BFC Planning, Inc. first reported a position in United Airlines in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s United Airlines position peaked at $372K in Q4 2024.
  • 1,074 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.