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Independent Advisor Alliance’s United Airlines UAL Stock Holding History

Independent Advisor Alliance’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 		$481K Buy
5,229
+296
+6% +$31K 0.01% 1121
2025
Q4 		$552K Sell
4,933
-9,501
-66% -$960K 0.01% 619
2025
Q3 		$1.39M Sell
14,434
-15,427
-52% -$1.48M 0.04% 368
2025
Q2 		$2.38M Sell
29,861
-18,459
-38% -$1.36M 0.07% 246
2025
Q1 		$3.34M Buy
48,320
+20,171
+72% +$1.9M 0.11% 169
2024
Q4 		$2.73M Buy
28,149
+10,268
+57% +$868K 0.04% 433
2024
Q3 		$1.02M Sell
17,881
-1,371
-7% -$63.5K 0.04% 327
2024
Q2 		$937K Sell
19,252
-11,546
-37% -$581K 0.03% 337
2024
Q1 		$1.47M Buy
+30,798
New +$1.32M 0.05% 262
2023
Q4 		– Sell
-6,176
Closed -$261K – 707
2023
Q3 		$261K Buy
6,176
+1,378
+29% +$69.7K 0.01% 551
2023
Q2 		$263K Buy
4,798
+150
+3% +$7.08K 0.01% 557
2023
Q1 		$206K Buy
+4,648
New +$223K 0.01% 614
2022
Q2 		– Sell
-5,778
Closed -$268K – 695
2022
Q1 		$268K Buy
5,778
+795
+16% +$34.5K 0.01% 525
2021
Q4 		$218K Sell
4,983
-2,173
-30% -$101K 0.01% 606
2021
Q3 		$340K Sell
7,156
-47,823
-87% -$2.25M 0.02% 466
2021
Q2 		$2.88M Buy
54,979
+48,360
+731% +$2.68M 0.16% 134
2021
Q1 		$381K Buy
6,619
+1,951
+42% +$95.3K 0.02% 429
2020
Q4 		$202K Sell
4,668
-20,379
-81% -$824K 0.01% 512
2020
Q3 		$851K Buy
25,047
+7,993
+47% +$277K 0.06% 207
2020
Q2 		$555K Buy
+17,054
New +$511K 0.06% 254
2018
Q1 		– Sell
-3,609
Closed -$247K – 364
2017
Q4 		$247K Sell
3,609
-1,522
-30% -$94.9K 0.06% 271
2017
Q3 		$332K Buy
5,131
+331
+7% +$22.1K 0.09% 197
2017
Q2 		$376K Buy
4,800
+544
+13% +$41.1K 0.12% 171
2017
Q1 		$298K Buy
4,256
+959
+29% +$69.3K 0.05% 305
2016
Q4 		$248K Buy
+3,297
New +$210K 0.11% 152

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Independent Advisor Alliance's UAL Position: Q1 2026 in Review

Independent Advisor Alliance increased its United Airlines (UAL) stake by 6% in Q1 2026, buying an estimated $31K and bringing the position to 5,229 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #1121.

Independent Advisor Alliance first reported a position in UAL in Q4 2016 and has held it in 25 quarters since. The position peaked at $3.34M in Q1 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Independent Advisor Alliance held 5,229 shares of United Airlines worth $481K as of Q1 2026.
  • Independent Advisor Alliance bought 296 United Airlines shares in Q1 2026, an estimated $31K.
  • United Airlines made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1121 holding.
  • Independent Advisor Alliance first reported a position in United Airlines in Q4 2016 and has held it in 25 quarters since.
  • Independent Advisor Alliance's United Airlines position peaked at $3.34M in Q1 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.