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Newbridge Financial Services Group’s United Airlines UAL Stock Holding History

Newbridge Financial Services 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 		$43.9K Hold
323
– – 0.01% 519
2026
Q1 		$29.7K Hold
323
– – ﹤0.01% 555
2025
Q4 		$36.1K Buy
323
+300
+1,304% +$30.3K 0.01% 499
2025
Q3 		$2.22K Sell
23
-100
-81% -$9.62K ﹤0.01% 1124
2025
Q2 		$9.79K Buy
123
+100
+435% +$7.37K ﹤0.01% 894
2025
Q1 		$1.59K Buy
+23
New +$2.17K ﹤0.01% 913
2023
Q4 		– Sell
-175
Closed -$6.88K – 1331
2023
Q3 		$7.4K Sell
175
-420
-71% -$21.2K ﹤0.01% 882
2023
Q2 		$32.6K Buy
595
+220
+59% +$10.4K 0.02% 562
2023
Q1 		$16.6K Buy
+375
New +$18K 0.01% 780
2022
Q1 		– Sell
-200
Closed -$9K – 1567
2021
Q4 		$9K Hold
200
– – ﹤0.01% 946
2021
Q3 		$10K Sell
200
-200
-50% -$9.42K 0.01% 879
2021
Q2 		$21K Sell
400
-800
-67% -$44.4K 0.01% 770
2021
Q1 		$69K Buy
1,200
+400
+50% +$19.5K 0.05% 327
2020
Q4 		$35K Hold
800
– – 0.03% 413
2020
Q3 		$28K Buy
+800
New +$27.7K 0.03% 424

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

Newbridge Financial Services Group's UAL Position: Q2 2026 in Review

Newbridge Financial Services Group held its United Airlines (UAL) position steady in Q2 2026 at 323 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #519.

Newbridge Financial Services Group first reported a position in UAL in Q3 2020 and has held it in 15 quarters since. The position peaked at $69K in Q1 2021. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Newbridge Financial Services Group held 323 shares of United Airlines worth $43.9K as of Q2 2026.
  • Newbridge Financial Services Group left its United Airlines share count unchanged in Q2 2026.
  • United Airlines made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #519 holding.
  • Newbridge Financial Services Group first reported a position in United Airlines in Q3 2020 and has held it in 15 quarters since.
  • Newbridge Financial Services Group's United Airlines position peaked at $69K in Q1 2021.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.