HB Wealth Management’s United Airlines UAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.2M Buy
12,982
+3,455
+36% +$362K 0.01% 598
2025
Q4
$1.07M Buy
9,527
+1,433
+18% +$145K 0.01% 602
2025
Q3
$781K Buy
8,094
+1,853
+30% +$178K 0.01% 687
2025
Q2
$497K Buy
6,241
+304
+5% +$22.4K ﹤0.01% 748
2025
Q1
$410K Buy
5,937
+2,142
+56% +$202K ﹤0.01% 834
2024
Q4
$369K Buy
3,795
+201
+6% +$17K ﹤0.01% 738
2024
Q3
$205K Sell
3,594
-519
-13% -$24K ﹤0.01% 883
2024
Q2
$200K Buy
+4,113
New +$207K ﹤0.01% 851

Other funds holding UAL

HB Wealth Management's UAL Position: Q1 2026 in Review

HB Wealth Management increased its United Airlines (UAL) stake by 36% in Q1 2026, buying an estimated $362K and bringing the position to 12,982 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #598.

HB Wealth Management first reported a position in UAL in Q2 2024 and has held it in 8 quarters since. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • HB Wealth Management held 12,982 shares of United Airlines worth $1.2M as of Q1 2026.
  • HB Wealth Management bought 3,455 United Airlines shares in Q1 2026, an estimated $362K.
  • United Airlines made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #598 holding.
  • HB Wealth Management first reported a position in United Airlines in Q2 2024 and has held it in 8 quarters since.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.