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Heritage Wealth Advisors’s United Airlines UAL Stock Holding History

Heritage Wealth Advisors’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
-629
Closed -$57.9K – 730
2026
Q1 		$57.9K Buy
+629
New +$65.9K ﹤0.01% 308
2020
Q1 		– Sell
-12
Closed -$1.06K – 581
2019
Q4 		$1.06K Buy
+12
New +$1.08K ﹤0.01% 662
2019
Q2 		– Sell
-13
Closed -$1.04K – 488
2019
Q1 		$1.04K Hold
13
– – ﹤0.01% 425
2018
Q4 		$1K Hold
13
– – ﹤0.01% 379
2018
Q3 		$1K Buy
+13
New +$1.07K ﹤0.01% 376

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

Heritage Wealth Advisors's UAL Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of United Airlines (UAL) in Q2 2026, closing a stake of 629 shares — an estimated $57.9K sold.

Heritage Wealth Advisors first reported a position in UAL in Q3 2018 and held it in 5 quarters. The position peaked at $57.9K in Q1 2026. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining United Airlines position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 629 United Airlines shares in Q2 2026, an estimated $57.9K.
  • Heritage Wealth Advisors first reported a position in United Airlines in Q3 2018 and held it in 5 quarters.
  • Heritage Wealth Advisors's United Airlines position peaked at $57.9K in Q1 2026.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.