Mount Yale Investment Advisors’s United Airlines UAL Stock Holding History

Mount Yale Investment Advisors’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	$1.05M	Buy	7,715 +1,342	+21%	+$139K	0.02%	572
2026 Q1	$587K	Buy	+6,373	New	+$668K	0.01%	671
2025 Q3	–	Sell	-3,619	Closed	-$288K	–	1535
2025 Q2	$288K	Sell	3,619 -6,330	-64%	-$466K	0.02%	468
2025 Q1	$687K	Sell	9,949 -1,180	-11%	-$111K	0.06%	263
2024 Q4	$1.08M	Buy	+11,129	New	+$941K	0.09%	186

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's UAL Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its United Airlines (UAL) stake by 21% in Q2 2026, buying an estimated $139K and bringing the position to 7,715 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #572.

Mount Yale Investment Advisors first reported a position in UAL in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.08M in Q4 2024. 1,072 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Mount Yale Investment Advisors held 7,715 shares of United Airlines worth $1.05M as of Q2 2026.
Mount Yale Investment Advisors bought 1,342 United Airlines shares in Q2 2026, an estimated $139K.
United Airlines made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #572 holding.
Mount Yale Investment Advisors first reported a position in United Airlines in Q4 2024 and has held it in 5 quarters since.
Mount Yale Investment Advisors's United Airlines position peaked at $1.08M in Q4 2024.
1,072 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.