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Independent Financial Group’s United Airlines UAL Stock Holding History

Independent Financial Group’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 		$467K Sell
3,438
-2,252
-40% -$233K 0.01% 1030
2026
Q1 		$524K Buy
5,690
+1,874
+49% +$196K 0.01% 912
2025
Q4 		$427K Buy
3,816
+358
+10% +$36.2K 0.01% 971
2025
Q3 		$334K Sell
3,458
-746
-18% -$71.7K 0.01% 1039
2025
Q2 		$335K Sell
4,204
-1,241
-23% -$91.4K 0.01% 972
2025
Q1 		$376K Sell
5,445
-9,519
-64% -$899K 0.01% 827
2024
Q4 		$1.45M Buy
14,964
+9,173
+158% +$776K 0.05% 376
2024
Q3 		$330K Buy
5,791
+1,420
+32% +$65.7K 0.01% 835
2024
Q2 		$213K Sell
4,371
-600
-12% -$30.2K 0.01% 997
2024
Q1 		$238K Sell
4,971
-1,226
-20% -$52.5K 0.01% 894
2023
Q4 		$256K Buy
6,197
+372
+6% +$14.6K 0.01% 797
2023
Q3 		$246K Buy
5,825
+250
+4% +$12.6K 0.02% 755
2023
Q2 		$306K Buy
+5,575
New +$263K 0.02% 636

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

Independent Financial Group's UAL Position: Q2 2026 in Review

Independent Financial Group reduced its United Airlines (UAL) stake by 40% in Q2 2026, selling an estimated $233K and leaving 3,438 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #1030.

Independent Financial Group first reported a position in UAL in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.45M in Q4 2024. 1,065 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Independent Financial Group held 3,438 shares of United Airlines worth $467K as of Q2 2026.
  • Independent Financial Group sold 2,252 United Airlines shares in Q2 2026, an estimated $233K.
  • United Airlines made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1030 holding.
  • Independent Financial Group first reported a position in United Airlines in Q2 2023 and has held it in 13 quarters since.
  • Independent Financial Group's United Airlines position peaked at $1.45M in Q4 2024.
  • 1,065 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.