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

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

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.