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MBL Wealth’s United Airlines UAL Stock Holding History

MBL Wealth’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 		$259K Buy
+1,908
New +$198K 0.02% 316
2022
Q2 		– Sell
-6,699
Closed -$311K – 175
2022
Q1 		$311K Buy
+6,699
New +$290K 0.08% 129
2021
Q3 		$670K Buy
+14,091
New +$664K 0.23% 57
2021
Q1 		$811K Buy
14,086
+6,581
+88% +$321K 0.28% 57
2020
Q4 		$325K Buy
+7,505
New +$304K 0.13% 96

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

MBL Wealth's UAL Position: Q2 2026 in Review

MBL Wealth opened a new position in United Airlines (UAL) in Q2 2026: 1,908 shares worth $259K. The stake represents 0.02% of the portfolio and ranks #316 among its holdings. This is a return to the name: MBL Wealth previously reported a position in UAL as recently as Q1 2022.

MBL Wealth first reported a position in UAL in Q4 2020 and has held it in 5 quarters since. The position peaked at $811K in Q1 2021. 1,068 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • MBL Wealth held 1,908 shares of United Airlines worth $259K as of Q2 2026.
  • United Airlines was a new MBL Wealth position in Q2 2026.
  • United Airlines made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #316 holding.
  • MBL Wealth first reported a position in United Airlines in Q4 2020 and has held it in 5 quarters since.
  • MBL Wealth's United Airlines position peaked at $811K in Q1 2021.
  • 1,068 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.