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
2024
Q1 		– Sell
-1,200
Closed -$49.5K – 1470
2023
Q4 		$49.5K Hold
1,200
– – ﹤0.01% 1316
2023
Q3 		$50.8K Hold
1,200
– – ﹤0.01% 1166
2023
Q2 		$65.8K Hold
1,200
– – ﹤0.01% 1172
2023
Q1 		$53.1K Hold
1,200
– – ﹤0.01% 1114
2022
Q4 		$45.2K Buy
+1,200
New +$48.7K ﹤0.01% 997
2021
Q1 		– Sell
-12,700
Closed -$549K – 898
2020
Q4 		$549K Hold
12,700
– – 0.01% 457
2020
Q3 		$441K Buy
12,700
+600
+5% +$20.8K 0.01% 406
2020
Q2 		$418K Buy
+12,100
New +$363K 0.01% 377

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.