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Mowery & Schoenfeld Wealth Management’s United Airlines UAL Stock Holding History

Mowery & Schoenfeld 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
Q1 		$4.88K Hold
53
– – 0.01% 281
2025
Q4 		$5.93K Hold
53
– – 0.01% 306
2025
Q3 		$5.12K Hold
53
– – 0.01% 284
2025
Q2 		$4.22K Hold
53
– – 0.01% 288
2025
Q1 		$3.66K Sell
53
-8
-13% -$755 0.01% 348
2024
Q4 		$5.92K Buy
+61
New +$5.16K 0.01% 288

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's UAL Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its United Airlines (UAL) position steady in Q1 2026 at 53 shares worth $4.88K. The position accounts for 0.01% of the portfolio, ranked #281.

Mowery & Schoenfeld Wealth Management first reported a position in UAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.93K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 53 shares of United Airlines worth $4.88K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management left its United Airlines share count unchanged in Q1 2026.
  • United Airlines made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #281 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in United Airlines in Q4 2024 and has held it in 6 quarters since.
  • Mowery & Schoenfeld Wealth Management's United Airlines position peaked at $5.93K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.