Krilogy Financial’s United Airlines UAL Stock Holding History

Krilogy Financial’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	$508K	Buy	5,342 +421	+9%	+$44.1K	0.02%	573
2025 Q4	$530K	Buy	4,921 +1,051	+27%	+$106K	0.02%	542
2025 Q3	$374K	Buy	+3,870	New	+$372K	0.01%	610
2018 Q4	–	Sell	-407	Closed	-$36K	–	638
2018 Q3	$36K	Buy	+407	New	+$33.6K	0.01%	356
2018 Q2	–	Sell	-423	Closed	-$29K	–	594
2018 Q1	$29K	Hold	423	–	–	0.01%	396
2017 Q4	$29K	Hold	423	–	–	0.01%	393
2017 Q3	$26K	Buy	423 +16	+4%	+$1.07K	0.01%	441
2017 Q2	$31K	Sell	407 -303	-43%	-$22.9K	0.01%	384
2017 Q1	$52K	Hold	710	–	–	0.02%	282
2016 Q4	$52K	Hold	710	–	–	0.02%	282
2016 Q3	$37K	Hold	710	–	–	0.01%	349
2016 Q2	$29K	Hold	710	–	–	0.01%	394
2016 Q1	$43K	Buy	+710	New	+$37.7K	0.02%	283
2015 Q4	–	Sell	-710	Closed	-$38K	–	595
2015 Q3	$38K	Buy	+710	New	+$40.1K	0.02%	236

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

Krilogy Financial's UAL Position: Q1 2026 in Review

Krilogy Financial increased its United Airlines (UAL) stake by 8.6% in Q1 2026, buying an estimated $44.1K and bringing the position to 5,342 shares worth $508K. The position accounts for 0.02% of the portfolio, ranked #573.

Krilogy Financial first reported a position in UAL in Q3 2015 and has held it in 14 quarters since. The position peaked at $530K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Krilogy Financial held 5,342 shares of United Airlines worth $508K as of Q1 2026.
Krilogy Financial bought 421 United Airlines shares in Q1 2026, an estimated $44.1K.
United Airlines made up 0.02% of Krilogy Financial's portfolio in Q1 2026, its #573 holding.
Krilogy Financial first reported a position in United Airlines in Q3 2015 and has held it in 14 quarters since.
Krilogy Financial's United Airlines position peaked at $530K in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.