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 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

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

Newbridge Financial Services Group's UAL Position: Q1 2026 in Review

Newbridge Financial Services Group held its United Airlines (UAL) position steady in Q1 2026 at 323 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Newbridge Financial Services Group first reported a position in UAL in Q3 2020 and has held it in 14 quarters since. The position peaked at $69K in Q1 2021. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Newbridge Financial Services Group held 323 shares of United Airlines worth $29.7K as of Q1 2026.
Newbridge Financial Services Group left its United Airlines share count unchanged in Q1 2026.
United Airlines made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #555 holding.
Newbridge Financial Services Group first reported a position in United Airlines in Q3 2020 and has held it in 14 quarters since.
Newbridge Financial Services Group's United Airlines position peaked at $69K in Q1 2021.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.