Level Four Advisory Services’s United Airlines UAL Stock Holding History

Level Four Advisory Services’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	$215K	Buy	2,339 +175	+8%	+$18.3K	0.01%	807
2025 Q4	$242K	Buy	2,164 +19	+0.9%	+$1.92K	0.01%	748
2025 Q3	$207K	Buy	+2,145	New	+$206K	0.01%	767
2025 Q1	–	Sell	-2,309	Closed	-$224K	–	790
2024 Q4	$224K	Buy	+2,309	New	+$195K	0.01%	698
2023 Q1	–	Sell	-10,540	Closed	-$397K	–	827
2022 Q4	$397K	Buy	+10,540	New	+$428K	0.03%	447
2021 Q3	–	Sell	-10,229	Closed	-$535K	–	636
2021 Q2	$535K	Sell	10,229 -646	-6%	-$35.8K	0.04%	384
2021 Q1	$626K	Buy	10,875 +98	+0.9%	+$4.79K	0.05%	344
2020 Q4	$466K	Sell	10,777 -147	-1%	-$5.95K	0.04%	375
2020 Q3	$380K	Sell	10,924 -12,504	-53%	-$433K	0.03%	398
2020 Q2	$810K	Buy	+23,428	New	+$703K	0.06%	288

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

Level Four Advisory Services's UAL Position: Q1 2026 in Review

Level Four Advisory Services increased its United Airlines (UAL) stake by 8.1% in Q1 2026, buying an estimated $18.3K and bringing the position to 2,339 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #807.

Level Four Advisory Services first reported a position in UAL in Q2 2020 and has held it in 10 quarters since. The position peaked at $810K in Q2 2020. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Level Four Advisory Services held 2,339 shares of United Airlines worth $215K as of Q1 2026.
Level Four Advisory Services bought 175 United Airlines shares in Q1 2026, an estimated $18.3K.
United Airlines made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #807 holding.
Level Four Advisory Services first reported a position in United Airlines in Q2 2020 and has held it in 10 quarters since.
Level Four Advisory Services's United Airlines position peaked at $810K in Q2 2020.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.