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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
Q2 		$366K Buy
2,688
+12
+0.4% +$1.24K 0.02% 312
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

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

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

Icon Wealth Advisors increased its United Airlines (UAL) stake by 0.45% in Q2 2026, buying an estimated $1.24K and bringing the position to 2,688 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #312.

Icon Wealth Advisors first reported a position in UAL in Q3 2022 and has held it in 12 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Icon Wealth Advisors held 2,688 shares of United Airlines worth $366K as of Q2 2026.
  • Icon Wealth Advisors bought 12 United Airlines shares in Q2 2026, an estimated $1.24K.
  • United Airlines made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #312 holding.
  • Icon Wealth Advisors first reported a position in United Airlines in Q3 2022 and has held it in 12 quarters since.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.