Physician Wealth Advisors’s United Airlines UAL Stock Holding History

Physician Wealth 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 Q3	$35.4K	Buy	319 +57	+22%	+$6.72K	﹤0.01%	547
2026 Q2	$35.6K	Buy	262 +32	+14%	+$3.32K	﹤0.01%	519
2026 Q1	$21.2K	Buy	230 +72	+46%	+$7.54K	﹤0.01%	601
2025 Q4	$17.7K	Sell	158 -1	-0.6%	-$101	﹤0.01%	620
2025 Q3	$15.3K	Buy	159 +78	+96%	+$7.5K	﹤0.01%	638
2025 Q2	$6.45K	Buy	81 +19	+31%	+$1.4K	﹤0.01%	741
2025 Q1	$4.28K	Buy	62 +27	+77%	+$2.55K	﹤0.01%	758
2024 Q4	$3.4K	Buy	+35	New	+$2.96K	﹤0.01%	783

Other funds holding UAL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Physician Wealth Advisors's UAL Position: Q3 2026 in Review

Physician Wealth Advisors increased its United Airlines (UAL) stake by 22% in Q3 2026, buying an estimated $6.72K and bringing the position to 319 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Physician Wealth Advisors first reported a position in UAL in Q4 2024 and has held it in 8 quarters since. The position peaked at $35.6K in Q2 2026. 836 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

Physician Wealth Advisors held 319 shares of United Airlines worth $35.4K as of Q3 2026.
Physician Wealth Advisors bought 57 United Airlines shares in Q3 2026, an estimated $6.72K.
United Airlines made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #547 holding.
Physician Wealth Advisors first reported a position in United Airlines in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's United Airlines position peaked at $35.6K in Q2 2026.
836 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.