Pinnacle Wealth Planning Services’s United Airlines UAL Stock Holding History

Pinnacle Wealth Planning Services’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	$197K	Buy	2,136 +3	+0.1%	+$314	0.02%	484
2025 Q4	$239K	Sell	2,133 -93	-4%	-$9.4K	0.02%	405
2025 Q3	$215K	Buy	+2,226	New	+$214K	0.03%	428
2021 Q4	–	Sell	-68,773	Closed	-$3.27M	–	453
2021 Q3	$3.27M	Buy	+68,773	New	+$3.24M	0.72%	25
2021 Q1	–	Sell	-414	Closed	-$18K	–	1836
2020 Q4	$18K	Buy	+414	New	+$16.7K	﹤0.01%	1202

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Pinnacle Wealth Planning Services's UAL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its United Airlines (UAL) stake by 0.14% in Q1 2026, buying an estimated $314 and bringing the position to 2,136 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #484.

Pinnacle Wealth Planning Services first reported a position in UAL in Q4 2020 and has held it in 5 quarters since. The position peaked at $3.27M in Q3 2021. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Pinnacle Wealth Planning Services held 2,136 shares of United Airlines worth $197K as of Q1 2026.
Pinnacle Wealth Planning Services bought 3 United Airlines shares in Q1 2026, an estimated $314.
United Airlines made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #484 holding.
Pinnacle Wealth Planning Services first reported a position in United Airlines in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's United Airlines position peaked at $3.27M in Q3 2021.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.