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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
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

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

GeoWealth Management's UAL Position: Q1 2026 in Review

GeoWealth Management reduced its United Airlines (UAL) stake by 16% in Q1 2026, selling an estimated $34.9K and leaving 1,780 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #761.

GeoWealth Management first reported a position in UAL in Q3 2024 and has held it in 7 quarters since. The position peaked at $236K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • GeoWealth Management held 1,780 shares of United Airlines worth $164K as of Q1 2026.
  • GeoWealth Management sold 333 United Airlines shares in Q1 2026, an estimated $34.9K.
  • United Airlines made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #761 holding.
  • GeoWealth Management first reported a position in United Airlines in Q3 2024 and has held it in 7 quarters since.
  • GeoWealth Management's United Airlines position peaked at $236K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.