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Legacy Wealth Management (Idaho)’s United Airlines UAL Stock Holding History

Legacy Wealth Management (Idaho)’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
-254
Closed -$23.4K – 907
2026
Q1 		$23.4K Buy
254
+31
+14% +$3.25K 0.01% 362
2025
Q4 		$24.9K Buy
+223
New +$22.5K 0.01% 300

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 Wealth Management (Idaho)'s UAL Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of United Airlines (UAL) in Q2 2026, closing a stake of 254 shares — an estimated $23.4K sold.

Legacy Wealth Management (Idaho) first reported a position in UAL in Q4 2025 and held it in 2 quarters. The position peaked at $24.9K in Q4 2025. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining United Airlines position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 254 United Airlines shares in Q2 2026, an estimated $23.4K.
  • Legacy Wealth Management (Idaho) first reported a position in United Airlines in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s United Airlines position peaked at $24.9K in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.