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Lifetime Wealth Management’s United Airlines UAL Stock Holding History

Lifetime Wealth Management’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 		$378K Hold
2,782
– – 0.22% 66
2026
Q1 		$256K Hold
2,782
– – 0.15% 77
2025
Q4 		$311K Buy
+2,782
New +$281K 0.2% 74

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 $3.38T AUM 44.17% 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

Lifetime Wealth Management's UAL Position: Q2 2026 in Review

Lifetime Wealth Management held its United Airlines (UAL) position steady in Q2 2026 at 2,782 shares worth $378K. The position accounts for 0.22% of the portfolio, ranked #66.

Lifetime Wealth Management first reported a position in UAL in Q4 2025 and has held it in 3 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Lifetime Wealth Management held 2,782 shares of United Airlines worth $378K as of Q2 2026.
  • Lifetime Wealth Management left its United Airlines share count unchanged in Q2 2026.
  • United Airlines made up 0.22% of Lifetime Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Lifetime Wealth Management first reported a position in United Airlines in Q4 2025 and has held it in 3 quarters since.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.