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 Q2	$1.32M	Buy	9,695 +3,580	+59%	+$371K	0.01%	230
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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 $3.38T AUM 44.17% 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

Phoenix Financial's UAL Position: Q2 2026 in Review

Phoenix Financial increased its United Airlines (UAL) stake by 59% in Q2 2026, buying an estimated $371K and bringing the position to 9,695 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #230.

Phoenix Financial first reported a position in UAL in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.59M in Q4 2025. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Phoenix Financial held 9,695 shares of United Airlines worth $1.32M as of Q2 2026.
Phoenix Financial bought 3,580 United Airlines shares in Q2 2026, an estimated $371K.
United Airlines made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #230 holding.
Phoenix Financial first reported a position in United Airlines in Q2 2023 and has held it in 8 quarters since.
Phoenix Financial's United Airlines position peaked at $2.59M in Q4 2025.
1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.