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LRI Investments’s United Airlines UAL Stock Holding History

LRI Investments’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 		$3.4K Buy
+25
New +$2.59K ﹤0.01% 1197
2025
Q4 		– Sell
-56
Closed -$5.45K – 1407
2025
Q3 		$5.45K Buy
+56
New +$5.39K ﹤0.01% 1027
2025
Q2 		– Sell
-107
Closed -$7.39K – 1304
2025
Q1 		$7.39K Buy
+107
New +$10.1K ﹤0.01% 852

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

LRI Investments's UAL Position: Q2 2026 in Review

LRI Investments opened a new position in United Airlines (UAL) in Q2 2026: 25 shares worth $3.4K. The stake represents ﹤0.01% of the portfolio and ranks #1197 among its holdings. This is a return to the name: LRI Investments previously reported a position in UAL as recently as Q3 2025.

LRI Investments first reported a position in UAL in Q1 2025 and has held it in 3 quarters since. The position peaked at $7.39K in Q1 2025. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • LRI Investments held 25 shares of United Airlines worth $3.4K as of Q2 2026.
  • United Airlines was a new LRI Investments position in Q2 2026.
  • United Airlines made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1197 holding.
  • LRI Investments first reported a position in United Airlines in Q1 2025 and has held it in 3 quarters since.
  • LRI Investments's United Airlines position peaked at $7.39K in Q1 2025.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.