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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mosaic Financial Group's UAL Position: Q1 2026 in Review

Mosaic Financial Group increased its United Airlines (UAL) stake by 0.11% in Q1 2026, buying an estimated $524 and bringing the position to 4,694 shares worth $432K. The position accounts for 0.31% of the portfolio, ranked #72.

Mosaic Financial Group first reported a position in UAL in Q1 2024 and has held it in 9 quarters since. The position peaked at $524K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Mosaic Financial Group held 4,694 shares of United Airlines worth $432K as of Q1 2026.
Mosaic Financial Group bought 5 United Airlines shares in Q1 2026, an estimated $524.
United Airlines made up 0.31% of Mosaic Financial Group's portfolio in Q1 2026, its #72 holding.
Mosaic Financial Group first reported a position in United Airlines in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's United Airlines position peaked at $524K in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.