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GeoWealth Management’s United Airlines UAL Stock Holding History

GeoWealth 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
Q2 		– Sell
-1,780
Closed -$164K – 948
2026
Q1 		$164K Sell
1,780
-333
-16% -$34.9K 0.01% 761
2025
Q4 		$236K Buy
2,113
+42
+2% +$4.24K 0.01% 632
2025
Q3 		$200K Buy
2,071
+207
+11% +$19.9K 0.01% 693
2025
Q2 		$148K Buy
1,864
+122
+7% +$8.99K 0.01% 725
2025
Q1 		$120K Sell
1,742
-376
-18% -$35.5K ﹤0.01% 758
2024
Q4 		$206K Buy
2,118
+494
+30% +$41.8K 0.01% 758
2024
Q3 		$92.7K Buy
+1,624
New +$75.2K ﹤0.01% 910

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 $3.37T AUM 44.26% 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

GeoWealth Management's UAL Position: Q2 2026 in Review

GeoWealth Management sold out of United Airlines (UAL) in Q2 2026, closing a stake of 1,780 shares — an estimated $164K sold.

GeoWealth Management first reported a position in UAL in Q3 2024 and held it in 7 quarters. The position peaked at $236K in Q4 2025. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • GeoWealth Management reported no remaining United Airlines position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 1,780 United Airlines shares in Q2 2026, an estimated $164K.
  • GeoWealth Management first reported a position in United Airlines in Q3 2024 and held it in 7 quarters.
  • GeoWealth Management's United Airlines position peaked at $236K in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.