LPL Financial
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LPL Financial’s United Airlines UAL Stock Holding History

LPL Financial’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
2020
Q3 		– Sell
-24,900
Closed -$862K – 3624
2020
Q2 		$862K Buy
+24,900
New +$747K ﹤0.01% 1942

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

LPL Financial's UAL Position: Q1 2026 in Review

LPL Financial increased its United Airlines (UAL) stake by 4.5% in Q1 2026, buying an estimated $1.05M and bringing the position to 230,360 shares worth $21.2M. The position accounts for 0.01% of the portfolio, ranked #1431.

LPL Financial first reported a position in UAL in Q1 2014 and has held it in 46 quarters since. The position peaked at $24.8M in Q3 2025. 972 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • LPL Financial held 230,360 shares of United Airlines worth $21.2M as of Q1 2026.
  • LPL Financial bought 9,995 United Airlines shares in Q1 2026, an estimated $1.05M.
  • United Airlines made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1431 holding.
  • LPL Financial first reported a position in United Airlines in Q1 2014 and has held it in 46 quarters since.
  • LPL Financial's United Airlines position peaked at $24.8M in Q3 2025.
  • 972 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.