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Note Advisors’s United Airlines UAL Stock Holding History

Note 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
Q2 		$791K Sell
5,813
-71
-1% -$7.35K 0.34% 41
2026
Q1 		$542K Hold
5,884
– – 0.27% 46
2025
Q4 		$653K Sell
5,884
-376
-6% -$38K 0.33% 45
2025
Q3 		$604K Hold
6,260
– – 0.36% 44
2025
Q2 		$498K Hold
6,260
– – 0.34% 43
2025
Q1 		$432K Hold
6,260
– – 0.36% 49
2024
Q4 		$608K Buy
+6,260
New +$529K 0.54% 44

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

Note Advisors's UAL Position: Q2 2026 in Review

Note Advisors reduced its United Airlines (UAL) stake by 1.2% in Q2 2026, selling an estimated $7.35K and leaving 5,813 shares worth $791K. The position accounts for 0.34% of the portfolio, ranked #41.

Note Advisors first reported a position in UAL in Q4 2024 and has held it in 7 quarters since. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Note Advisors held 5,813 shares of United Airlines worth $791K as of Q2 2026.
  • Note Advisors sold 71 United Airlines shares in Q2 2026, an estimated $7.35K.
  • United Airlines made up 0.34% of Note Advisors's portfolio in Q2 2026, its #41 holding.
  • Note Advisors first reported a position in United Airlines in Q4 2024 and has held it in 7 quarters since.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Note Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.