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Legacy Capital Group California’s United Airlines UAL Stock Holding History

Legacy Capital Group California’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 		$274K Sell
2,977
-866
-23% -$90.7K 0.1% 250
2025
Q4 		$430K Buy
3,843
+500
+15% +$50.5K 0.1% 236
2025
Q3 		$323K Sell
3,343
-92
-3% -$8.85K 0.08% 276
2025
Q2 		$274K Buy
3,435
+510
+17% +$37.6K 0.08% 281
2025
Q1 		$202K Buy
+2,925
New +$276K 0.07% 297

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Legacy Capital Group California's UAL Position: Q1 2026 in Review

Legacy Capital Group California reduced its United Airlines (UAL) stake by 23% in Q1 2026, selling an estimated $90.7K and leaving 2,977 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #250.

Legacy Capital Group California first reported a position in UAL in Q1 2025 and has held it in 5 quarters since. The position peaked at $430K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Legacy Capital Group California held 2,977 shares of United Airlines worth $274K as of Q1 2026.
  • Legacy Capital Group California sold 866 United Airlines shares in Q1 2026, an estimated $90.7K.
  • United Airlines made up 0.1% of Legacy Capital Group California's portfolio in Q1 2026, its #250 holding.
  • Legacy Capital Group California first reported a position in United Airlines in Q1 2025 and has held it in 5 quarters since.
  • Legacy Capital Group California's United Airlines position peaked at $430K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.