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Mission Wealth Management’s United Airlines UAL Stock Holding History

Mission 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
Q1 		$210K Buy
+2,278
New +$239K ﹤0.01% 695
2023
Q2 		– Sell
-6,927
Closed -$307K – 569
2023
Q1 		$307K Buy
6,927
+1,536
+28% +$73.6K 0.01% 443
2022
Q4 		$203K Buy
+5,391
New +$219K 0.01% 489
2022
Q2 		– Sell
-5,349
Closed -$248K – 560
2022
Q1 		$248K Sell
5,349
-58
-1% -$2.52K 0.01% 458
2021
Q4 		$237K Buy
5,407
+181
+3% +$8.39K 0.01% 483
2021
Q3 		$249K Sell
5,226
-12
-0.2% -$565 0.01% 453
2021
Q2 		$274K Sell
5,238
-1
-0% -$55 0.01% 420
2021
Q1 		$301K Buy
+5,239
New +$256K 0.02% 363

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T 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