NewEdge Wealth’s United Airlines UAL Stock Holding History

NewEdge Wealth’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	–	Sell	-4,120	Closed	-$461K	–	1282
2025 Q4	$461K	Buy	+4,120	New	+$416K	0.01%	875

Other funds holding UAL

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 $3.37T AUM 44.26% 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

NewEdge Wealth's UAL Position: Q1 2026 in Review

NewEdge Wealth sold out of United Airlines (UAL) in Q1 2026, closing a stake of 4,120 shares — an estimated $461K sold.

NewEdge Wealth first reported a position in UAL in Q4 2025 and held it in 1 quarter. The position peaked at $461K in Q4 2025. 975 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

NewEdge Wealth reported no remaining United Airlines position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 4,120 United Airlines shares in Q1 2026, an estimated $461K.
NewEdge Wealth first reported a position in United Airlines in Q4 2025 and held it in 1 quarter.
NewEdge Wealth's United Airlines position peaked at $461K in Q4 2025.
975 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.