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	-4,000	Closed	-$165K	–	1471
2023 Q4	$165K	Hold	4,000	–	–	﹤0.01%	1245
2023 Q3	$169K	Hold	4,000	–	–	﹤0.01%	1097
2023 Q2	$219K	Hold	4,000	–	–	﹤0.01%	1074
2023 Q1	$177K	Hold	4,000	–	–	﹤0.01%	1027
2022 Q4	$151K	Buy	+4,000	New	+$162K	﹤0.01%	935
2021 Q3	–	Sell	-7,200	Closed	-$376K	–	1023
2021 Q2	$376K	Hold	7,200	–	–	0.01%	633
2021 Q1	$414K	Buy	7,200 +1,000	+16%	+$48.8K	0.01%	554
2020 Q4	$268K	Sell	6,200 -700	-10%	-$28.3K	0.01%	660
2020 Q3	$239K	Hold	6,900	–	–	0.01%	550
2020 Q2	$238K	Buy	+6,900	New	+$207K	0.01%	509

Other funds holding UAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.