KWA
UAL icon

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
Q2 		$447K Sell
3,288
-83
-2% -$8.6K 0.02% 641
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

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

Kingswood Wealth Advisors's UAL Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its United Airlines (UAL) stake by 2.5% in Q2 2026, selling an estimated $8.6K and leaving 3,288 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #641.

Kingswood Wealth Advisors first reported a position in UAL in Q4 2023 and has held it in 9 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Kingswood Wealth Advisors held 3,288 shares of United Airlines worth $447K as of Q2 2026.
  • Kingswood Wealth Advisors sold 83 United Airlines shares in Q2 2026, an estimated $8.6K.
  • United Airlines made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #641 holding.
  • Kingswood Wealth Advisors first reported a position in United Airlines in Q4 2023 and has held it in 9 quarters since.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.