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Journey Strategic Wealth’s United Airlines UAL Stock Holding History

Journey Strategic Wealth’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 		$406K Buy
4,414
+251
+6% +$26.3K 0.01% 412
2025
Q4 		$466K Buy
4,163
+279
+7% +$28.2K 0.01% 328
2025
Q3 		$375K Buy
3,884
+173
+5% +$16.6K 0.01% 380
2025
Q2 		$296K Buy
+3,711
New +$273K 0.01% 442

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

Journey Strategic Wealth's UAL Position: Q1 2026 in Review

Journey Strategic Wealth increased its United Airlines (UAL) stake by 6% in Q1 2026, buying an estimated $26.3K and bringing the position to 4,414 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #412.

Journey Strategic Wealth first reported a position in UAL in Q2 2025 and has held it in 4 quarters since. The position peaked at $466K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Journey Strategic Wealth held 4,414 shares of United Airlines worth $406K as of Q1 2026.
  • Journey Strategic Wealth bought 251 United Airlines shares in Q1 2026, an estimated $26.3K.
  • United Airlines made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #412 holding.
  • Journey Strategic Wealth first reported a position in United Airlines in Q2 2025 and has held it in 4 quarters since.
  • Journey Strategic Wealth's United Airlines position peaked at $466K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.