Icon Wealth Advisors’s United Airlines UAL Stock Holding History

Icon 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 Q1	$237K	Buy	2,676 +1	+0%	+$105	0.02%	356
2025 Q4	$299K	Sell	2,675 -1	-0%	-$101	0.02%	320
2025 Q3	$258K	Hold	2,676	–	–	0.02%	334
2025 Q2	$213K	Buy	2,676 +154	+6%	+$11.3K	0.02%	360
2025 Q1	$174K	Buy	2,522 +730	+41%	+$68.9K	0.01%	384
2024 Q4	$174K	Sell	1,792 -855	-32%	-$72.3K	0.01%	397
2024 Q3	$151K	Hold	2,647	–	–	0.01%	408
2024 Q2	$120K	Sell	2,647 -4	-0.2%	-$201	0.01%	403
2024 Q1	$127K	Hold	2,651	–	–	0.01%	427
2023 Q4	$109K	Buy	+2,651	New	+$104K	0.01%	416
2022 Q4	–	Sell	-3,147	Closed	-$102K	–	406
2022 Q3	$102K	Buy	+3,147	New	+$117K	0.01%	394

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

Icon Wealth Advisors's UAL Position: Q1 2026 in Review

Icon Wealth Advisors increased its United Airlines (UAL) stake by 0.04% in Q1 2026, buying an estimated $105 and bringing the position to 2,676 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #356.

Icon Wealth Advisors first reported a position in UAL in Q3 2022 and has held it in 11 quarters since. The position peaked at $299K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Icon Wealth Advisors held 2,676 shares of United Airlines worth $237K as of Q1 2026.
Icon Wealth Advisors bought 1 United Airlines share in Q1 2026, an estimated $105.
United Airlines made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #356 holding.
Icon Wealth Advisors first reported a position in United Airlines in Q3 2022 and has held it in 11 quarters since.
Icon Wealth Advisors's United Airlines position peaked at $299K in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.