Heartland Bank & Trust’s United Airlines UAL Stock Holding History

Heartland Bank & Trust’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	$239K	Buy	2,597 +86	+3%	+$9.01K	0.05%	184
2025 Q4	$281K	Sell	2,511 -60	-2%	-$6.06K	0.12%	134
2025 Q3	$248K	Buy	2,571 +1	+0%	+$96	0.1%	152
2025 Q2	$205K	Buy	+2,570	New	+$189K	0.1%	165
2025 Q1	–	Sell	-4,738	Closed	-$460K	–	186
2024 Q4	$460K	Sell	4,738 -226	-5%	-$19.1K	0.25%	85
2024 Q3	$283K	Sell	4,964 -189	-4%	-$8.75K	0.15%	129
2024 Q2	$251K	Buy	5,153 +36	+0.7%	+$1.81K	0.14%	130
2024 Q1	$245K	Buy	+5,117	New	+$219K	0.14%	129
2023 Q4	–	Sell	-5,019	Closed	-$212K	–	135
2023 Q3	$212K	Buy	5,019 +96	+2%	+$4.85K	0.17%	124
2023 Q2	$270K	Sell	4,923 -911	-16%	-$43K	0.21%	113
2023 Q1	$258K	Buy	+5,834	New	+$280K	0.2%	121

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Heartland Bank & Trust's UAL Position: Q1 2026 in Review

Heartland Bank & Trust increased its United Airlines (UAL) stake by 3.4% in Q1 2026, buying an estimated $9.01K and bringing the position to 2,597 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #184.

Heartland Bank & Trust first reported a position in UAL in Q1 2023 and has held it in 11 quarters since. The position peaked at $460K in Q4 2024. 973 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Heartland Bank & Trust held 2,597 shares of United Airlines worth $239K as of Q1 2026.
Heartland Bank & Trust bought 86 United Airlines shares in Q1 2026, an estimated $9.01K.
United Airlines made up 0.05% of Heartland Bank & Trust's portfolio in Q1 2026, its #184 holding.
Heartland Bank & Trust first reported a position in United Airlines in Q1 2023 and has held it in 11 quarters since.
Heartland Bank & Trust's United Airlines position peaked at $460K in Q4 2024.
973 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.