Lido Advisors
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Lido Advisors’s United Airlines UAL Stock Holding History

Lido Advisors’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 		$1.97M Buy
14,511
+2,598
+22% +$269K 0.01% 805
2026
Q1 		$1.1M Sell
11,913
-124
-1% -$13K ﹤0.01% 929
2025
Q4 		$1.18M Buy
12,037
+918
+8% +$92.8K ﹤0.01% 940
2025
Q3 		$1.07M Buy
11,119
+2,306
+26% +$222K ﹤0.01% 930
2025
Q2 		$702K Sell
8,813
-4,376
-33% -$322K ﹤0.01% 980
2025
Q1 		$911K Sell
13,189
-3,829
-22% -$362K ﹤0.01% 810
2024
Q4 		$1.65M Buy
17,018
+358
+2% +$30.3K 0.01% 573
2024
Q3 		$951K Buy
16,660
+7,847
+89% +$363K ﹤0.01% 727
2024
Q2 		$429K Sell
8,813
-4,045
-31% -$204K ﹤0.01% 977
2024
Q1 		$616K Buy
12,858
+3,829
+42% +$164K ﹤0.01% 835
2023
Q4 		$373K Sell
9,029
-392
-4% -$15.4K ﹤0.01% 952
2023
Q3 		$399K Buy
9,421
+142
+2% +$7.18K ﹤0.01% 817
2023
Q2 		$509K Sell
9,279
-1,169
-11% -$55.2K ﹤0.01% 737
2023
Q1 		$462K Buy
10,448
+754
+8% +$36.1K ﹤0.01% 704
2022
Q4 		$365K Sell
9,694
-899
-8% -$36.5K ﹤0.01% 734
2022
Q3 		$344K Buy
10,593
+4,676
+79% +$174K ﹤0.01% 692
2022
Q2 		$209K Sell
5,917
-52,084
-90% -$2.29M ﹤0.01% 858
2022
Q1 		$2.69M Sell
58,001
-490
-0.8% -$21.2K 0.03% 224
2021
Q4 		$2.56M Sell
58,491
-834
-1% -$38.7K 0.03% 232
2021
Q3 		$2.82M Sell
59,325
-6,440
-10% -$303K 0.04% 221
2021
Q2 		$3.44M Sell
65,765
-348
-0.5% -$19.3K 0.05% 194
2021
Q1 		$3.8M Buy
66,113
+10,889
+20% +$532K 0.07% 163
2020
Q4 		$2.39M Buy
55,224
+1,830
+3% +$74K 0.05% 189
2020
Q3 		$1.85M Buy
53,394
+8,141
+18% +$282K 0.05% 175
2020
Q2 		$1.57M Buy
+45,253
New +$1.36M 0.05% 185

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 $3.37T AUM 44.26% 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

Lido Advisors's UAL Position: Q2 2026 in Review

Lido Advisors increased its United Airlines (UAL) stake by 22% in Q2 2026, buying an estimated $269K and bringing the position to 14,511 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #805.

Lido Advisors first reported a position in UAL in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.8M in Q1 2021. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Lido Advisors held 14,511 shares of United Airlines worth $1.97M as of Q2 2026.
  • Lido Advisors bought 2,598 United Airlines shares in Q2 2026, an estimated $269K.
  • United Airlines made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #805 holding.
  • Lido Advisors first reported a position in United Airlines in Q2 2020 and has held it in 25 quarters since.
  • Lido Advisors's United Airlines position peaked at $3.8M in Q1 2021.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.