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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
Q2 		– Sell
-2,977
Closed -$274K – 328
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

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

Legacy Capital Group California's UAL Position: Q2 2026 in Review

Legacy Capital Group California sold out of United Airlines (UAL) in Q2 2026, closing a stake of 2,977 shares — an estimated $274K sold.

Legacy Capital Group California first reported a position in UAL in Q1 2025 and held it in 5 quarters. The position peaked at $430K in Q4 2025. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Legacy Capital Group California reported no remaining United Airlines position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 2,977 United Airlines shares in Q2 2026, an estimated $274K.
  • Legacy Capital Group California first reported a position in United Airlines in Q1 2025 and held it in 5 quarters.
  • Legacy Capital Group California's United Airlines position peaked at $430K in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.