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Institute for Wealth Management’s United Airlines UAL Stock Holding History

Institute for Wealth Management’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 		$229K Buy
+1,682
New +$174K 0.02% 482
2017
Q3 		– Sell
-2,750
Closed -$208K – 387
2017
Q2 		$208K Buy
+2,750
New +$208K 0.06% 372

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's UAL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in United Airlines (UAL) in Q2 2026: 1,682 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #482 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in UAL as recently as Q2 2017.

Institute for Wealth Management first reported a position in UAL in Q2 2017 and has held it in 2 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Institute for Wealth Management held 1,682 shares of United Airlines worth $229K as of Q2 2026.
  • United Airlines was a new Institute for Wealth Management position in Q2 2026.
  • United Airlines made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #482 holding.
  • Institute for Wealth Management first reported a position in United Airlines in Q2 2017 and has held it in 2 quarters since.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.