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Integrated Wealth Concepts’s United Airlines UAL Stock Holding History

Integrated Wealth Concepts’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 		$1.98M Buy
21,480
+11,953
+125% +$1.25M 0.02% 745
2025
Q4 		$1.07M Sell
9,527
-1,877
-16% -$190K 0.01% 746
2025
Q3 		$1.1M Buy
11,404
+177
+2% +$17K 0.01% 926
2025
Q2 		$894K Buy
11,227
+4,026
+56% +$297K 0.01% 985
2025
Q1 		$497K Sell
7,201
-9,851
-58% -$930K 0.01% 1140
2024
Q4 		$1.66M Buy
17,052
+6,536
+62% +$553K 0.02% 626
2024
Q3 		$600K Sell
10,516
-351
-3% -$16.2K 0.01% 1005
2024
Q2 		$529K Sell
10,867
-971
-8% -$48.9K 0.01% 1019
2024
Q1 		$567K Buy
11,838
+524
+5% +$22.5K 0.01% 998
2023
Q4 		$467K Sell
11,314
-1,490
-12% -$58.6K 0.01% 1028
2023
Q3 		$542K Buy
12,804
+239
+2% +$12.1K 0.01% 952
2023
Q2 		$689K Sell
12,565
-13,337
-51% -$630K 0.01% 836
2023
Q1 		$1.15M Buy
25,902
+17,123
+195% +$820K 0.02% 562
2022
Q4 		$331K Sell
8,779
-34
-0.4% -$1.38K 0.01% 786
2022
Q3 		$287K Buy
8,813
+570
+7% +$21.2K 0.01% 753
2022
Q2 		$292K Buy
8,243
+986
+14% +$43.3K 0.01% 768
2022
Q1 		$336K Sell
7,257
-571
-7% -$24.8K 0.01% 707
2021
Q4 		$343K Sell
7,828
-432
-5% -$20K 0.01% 720
2021
Q3 		$393K Buy
8,260
+740
+10% +$34.9K 0.01% 639
2021
Q2 		$393K Buy
7,520
+1,505
+25% +$83.5K 0.01% 588
2021
Q1 		$346K Buy
+6,015
New +$294K 0.01% 553
2020
Q3 		– Sell
-13,063
Closed -$452K – 580
2020
Q2 		$452K Buy
+13,063
New +$392K 0.03% 312

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

Integrated Wealth Concepts's UAL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its United Airlines (UAL) stake by 125% in Q1 2026, buying an estimated $1.25M and bringing the position to 21,480 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #745.

Integrated Wealth Concepts first reported a position in UAL in Q2 2020 and has held it in 22 quarters since. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Integrated Wealth Concepts held 21,480 shares of United Airlines worth $1.98M as of Q1 2026.
  • Integrated Wealth Concepts bought 11,953 United Airlines shares in Q1 2026, an estimated $1.25M.
  • United Airlines made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #745 holding.
  • Integrated Wealth Concepts first reported a position in United Airlines in Q2 2020 and has held it in 22 quarters since.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.