Phoenix Financial’s United Airlines UAL Stock Holding History

Phoenix Financial’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	$563K	Sell	6,115 -17,068	-74%	-$1.79M	0.01%	290
2025 Q4	$2.59M	Buy	23,183 +13,085	+130%	+$1.32M	0.03%	161
2025 Q3	$974K	Sell	10,098 -2,769	-22%	-$266K	0.01%	231
2025 Q2	$1.02M	Buy	+12,867	New	+$948K	0.01%	236
2024 Q1	–	Sell	-41,659	Closed	-$1.94M	–	471
2023 Q4	$1.94M	Buy	41,659 +3,915	+10%	+$154K	0.03%	192
2023 Q3	$1.6M	Buy	37,744 +23,966	+174%	+$1.21M	0.03%	201
2023 Q2	$756K	Buy	+13,778	New	+$651K	0.02%	229

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Phoenix Financial's UAL Position: Q1 2026 in Review

Phoenix Financial reduced its United Airlines (UAL) stake by 74% in Q1 2026, selling an estimated $1.79M and leaving 6,115 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #290.

Phoenix Financial first reported a position in UAL in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.59M in Q4 2025. 975 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Phoenix Financial held 6,115 shares of United Airlines worth $563K as of Q1 2026.
Phoenix Financial sold 17,068 United Airlines shares in Q1 2026, an estimated $1.79M.
United Airlines made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #290 holding.
Phoenix Financial first reported a position in United Airlines in Q2 2023 and has held it in 7 quarters since.
Phoenix Financial's United Airlines position peaked at $2.59M in Q4 2025.
975 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.