Kingswood Wealth Advisors’s United Airlines UAL Stock Holding History

Kingswood Wealth 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 Q1	$310K	Buy	3,371 +146	+5%	+$15.3K	0.01%	700
2025 Q4	$361K	Buy	3,225 +346	+12%	+$35K	0.02%	624
2025 Q3	$278K	Sell	2,879 -552	-16%	-$53.1K	0.02%	657
2025 Q2	$273K	Buy	3,431 +50	+1%	+$3.68K	0.02%	598
2025 Q1	$233K	Sell	3,381 -1,000	-23%	-$94.4K	0.02%	629
2024 Q4	$425K	Buy	+4,381	New	+$370K	0.03%	491
2024 Q3	–	Sell	-4,594	Closed	-$224K	–	753
2024 Q2	$224K	Buy	+4,594	New	+$231K	0.02%	608
2024 Q1	–	Sell	-5,988	Closed	-$247K	–	696
2023 Q4	$247K	Buy	+5,988	New	+$235K	0.03%	526

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kingswood Wealth Advisors's UAL Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its United Airlines (UAL) stake by 4.5% in Q1 2026, buying an estimated $15.3K and bringing the position to 3,371 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #700.

Kingswood Wealth Advisors first reported a position in UAL in Q4 2023 and has held it in 8 quarters since. The position peaked at $425K in Q4 2024. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Kingswood Wealth Advisors held 3,371 shares of United Airlines worth $310K as of Q1 2026.
Kingswood Wealth Advisors bought 146 United Airlines shares in Q1 2026, an estimated $15.3K.
United Airlines made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #700 holding.
Kingswood Wealth Advisors first reported a position in United Airlines in Q4 2023 and has held it in 8 quarters since.
Kingswood Wealth Advisors's United Airlines position peaked at $425K in Q4 2024.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.