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Personal CFO Solutions’s United Airlines UAL Stock Holding History

Personal CFO Solutions’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 		$232K Buy
+1,706
New +$177K 0.03% 479
2023
Q3 		– Sell
-4,794
Closed -$263K – 499
2023
Q2 		$263K Buy
4,794
+45
+0.9% +$2.13K 0.05% 366
2023
Q1 		$210K Sell
4,749
-558
-11% -$26.7K 0.04% 435
2022
Q4 		$200K Buy
+5,307
New +$215K 0.04% 428

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

Personal CFO Solutions's UAL Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in United Airlines (UAL) in Q2 2026: 1,706 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #479 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in UAL as recently as Q2 2023.

Personal CFO Solutions first reported a position in UAL in Q4 2022 and has held it in 4 quarters since. The position peaked at $263K in Q2 2023. 1,068 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Personal CFO Solutions held 1,706 shares of United Airlines worth $232K as of Q2 2026.
  • United Airlines was a new Personal CFO Solutions position in Q2 2026.
  • United Airlines made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #479 holding.
  • Personal CFO Solutions first reported a position in United Airlines in Q4 2022 and has held it in 4 quarters since.
  • Personal CFO Solutions's United Airlines position peaked at $263K in Q2 2023.
  • 1,068 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.