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 Q2	$552K	Buy	4,058 +1,780	+78%	+$184K	0.01%	653
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Mission Wealth Management increased its United Airlines (UAL) stake by 78% in Q2 2026, buying an estimated $184K and bringing the position to 4,058 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #653.

Mission Wealth Management first reported a position in UAL in Q1 2021 and has held it in 9 quarters since. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Mission Wealth Management held 4,058 shares of United Airlines worth $552K as of Q2 2026.
Mission Wealth Management bought 1,780 United Airlines shares in Q2 2026, an estimated $184K.
United Airlines made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #653 holding.
Mission Wealth Management first reported a position in United Airlines in Q1 2021 and has held it in 9 quarters since.
1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.