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HB Wealth Management’s United Airlines UAL Stock Holding History

HB Wealth 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 		$1.86M Buy
13,692
+710
+5% +$73.5K 0.01% 502
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

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 $3.38T 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

HB Wealth Management's UAL Position: Q2 2026 in Review

HB Wealth Management increased its United Airlines (UAL) stake by 5.5% in Q2 2026, buying an estimated $73.5K and bringing the position to 13,692 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #502.

HB Wealth Management first reported a position in UAL in Q2 2024 and has held it in 9 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • HB Wealth Management held 13,692 shares of United Airlines worth $1.86M as of Q2 2026.
  • HB Wealth Management bought 710 United Airlines shares in Q2 2026, an estimated $73.5K.
  • United Airlines made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #502 holding.
  • HB Wealth Management first reported a position in United Airlines in Q2 2024 and has held it in 9 quarters since.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.