Kovack Advisors’s United Airlines UAL Stock Holding History

Kovack 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	$591K	Sell	6,265 -220	-3%	-$23.1K	0.03%	541
2025 Q4	$725K	Buy	6,485 +2,479	+62%	+$251K	0.03%	472
2025 Q3	$387K	Sell	4,006 -31	-0.8%	-$2.98K	0.04%	396
2025 Q2	$321K	Sell	4,037 -35	-0.9%	-$2.58K	0.03%	442
2025 Q1	$281K	Sell	4,072 -1	-0%	-$94	0.03%	441
2024 Q4	$395K	Sell	4,073 -10	-0.2%	-$845	0.04%	374
2024 Q3	$233K	Sell	4,083 -1,470	-26%	-$68K	0.02%	505
2024 Q2	$270K	Hold	5,553	–	–	0.03%	445
2024 Q1	$266K	Buy	+5,553	New	+$238K	0.03%	382

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

Kovack Advisors's UAL Position: Q1 2026 in Review

Kovack Advisors reduced its United Airlines (UAL) stake by 3.4% in Q1 2026, selling an estimated $23.1K and leaving 6,265 shares worth $591K. The position accounts for 0.03% of the portfolio, ranked #541.

Kovack Advisors first reported a position in UAL in Q1 2024 and has held it in 9 quarters since. The position peaked at $725K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Kovack Advisors held 6,265 shares of United Airlines worth $591K as of Q1 2026.
Kovack Advisors sold 220 United Airlines shares in Q1 2026, an estimated $23.1K.
United Airlines made up 0.03% of Kovack Advisors's portfolio in Q1 2026, its #541 holding.
Kovack Advisors first reported a position in United Airlines in Q1 2024 and has held it in 9 quarters since.
Kovack Advisors's United Airlines position peaked at $725K in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.