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
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

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

Lido Advisors's UAL Position: Q1 2026 in Review

Lido Advisors reduced its United Airlines (UAL) stake by 1% in Q1 2026, selling an estimated $13K and leaving 11,913 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Lido Advisors first reported a position in UAL in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.8M in Q1 2021. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Lido Advisors held 11,913 shares of United Airlines worth $1.1M as of Q1 2026.
  • Lido Advisors sold 124 United Airlines shares in Q1 2026, an estimated $13K.
  • United Airlines made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #929 holding.
  • Lido Advisors first reported a position in United Airlines in Q2 2020 and has held it in 24 quarters since.
  • Lido Advisors's United Airlines position peaked at $3.8M in Q1 2021.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.