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Kelleher Financial Advisors’s United Airlines UAL Stock Holding History

Kelleher Financial Advisors’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 		$28.8K Buy
212
+137
+183% +$14.2K ﹤0.01% 504
2026
Q1 		$6.91K Hold
75
– – ﹤0.01% 575
2025
Q4 		$8.39K Hold
75
– – ﹤0.01% 595
2025
Q3 		$7.24K Buy
+75
New +$7.21K ﹤0.01% 530

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

Kelleher Financial Advisors's UAL Position: Q2 2026 in Review

Kelleher Financial Advisors increased its United Airlines (UAL) stake by 183% in Q2 2026, buying an estimated $14.2K and bringing the position to 212 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Kelleher Financial Advisors first reported a position in UAL in Q3 2025 and has held it in 4 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Kelleher Financial Advisors held 212 shares of United Airlines worth $28.8K as of Q2 2026.
  • Kelleher Financial Advisors bought 137 United Airlines shares in Q2 2026, an estimated $14.2K.
  • United Airlines made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #504 holding.
  • Kelleher Financial Advisors first reported a position in United Airlines in Q3 2025 and has held it in 4 quarters since.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.