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Mosaic Financial Group’s United Airlines UAL Stock Holding History

Mosaic Financial Group’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 		$639K Buy
4,699
+5
+0.1% +$518 0.41% 56
2026
Q1 		$432K Buy
4,694
+5
+0.1% +$524 0.31% 72
2025
Q4 		$524K Hold
4,689
– – 0.36% 61
2025
Q3 		$452K Hold
4,689
– – 0.32% 68
2025
Q2 		$373K Hold
4,689
– – 0.29% 74
2025
Q1 		$324K Hold
4,689
– – 0.26% 80
2024
Q4 		$455K Hold
4,689
– – 0.33% 65
2024
Q3 		$268K Hold
4,689
– – 0.19% 98
2024
Q2 		$228K Hold
4,689
– – 0.16% 111
2024
Q1 		$225K Buy
+4,689
New +$201K 0.18% 111

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

Mosaic Financial Group's UAL Position: Q2 2026 in Review

Mosaic Financial Group increased its United Airlines (UAL) stake by 0.11% in Q2 2026, buying an estimated $518 and bringing the position to 4,699 shares worth $639K. The position accounts for 0.41% of the portfolio, ranked #56.

Mosaic Financial Group first reported a position in UAL in Q1 2024 and has held it in 10 quarters since. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Mosaic Financial Group held 4,699 shares of United Airlines worth $639K as of Q2 2026.
  • Mosaic Financial Group bought 5 United Airlines shares in Q2 2026, an estimated $518.
  • United Airlines made up 0.41% of Mosaic Financial Group's portfolio in Q2 2026, its #56 holding.
  • Mosaic Financial Group first reported a position in United Airlines in Q1 2024 and has held it in 10 quarters since.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.