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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's UAL Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in United Airlines (UAL) in Q1 2026: 6,373 shares worth $587K. The stake represents 0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in UAL as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in UAL in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.08M in Q4 2024. 975 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Mount Yale Investment Advisors held 6,373 shares of United Airlines worth $587K as of Q1 2026.
United Airlines was a new Mount Yale Investment Advisors position in Q1 2026.
United Airlines made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #671 holding.
Mount Yale Investment Advisors first reported a position in United Airlines in Q4 2024 and has held it in 4 quarters since.
Mount Yale Investment Advisors's United Airlines position peaked at $1.08M in Q4 2024.
975 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.