Principal Securities’s United Airlines UAL Stock Holding History

Principal Securities’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	$1.39M	Sell	15,094 -1,928	-11%	-$202K	0.02%	620
2025 Q4	$1.9M	Buy	17,022 +206	+1%	+$20.8K	0.03%	492
2025 Q3	$1.62M	Buy	16,816 +1,192	+8%	+$115K	0.03%	511
2025 Q2	$1.24M	Buy	15,624 +7,866	+101%	+$580K	0.02%	552
2025 Q1	$753K	Buy	7,758 +149	+2%	+$14.1K	0.02%	645
2024 Q4	$739K	Sell	7,609 -699	-8%	-$59.1K	0.02%	652
2024 Q3	$474K	Buy	8,308 +34	+0.4%	+$1.57K	0.01%	772
2024 Q2	$403K	Sell	8,274 -68	-0.8%	-$3.42K	0.01%	782
2024 Q1	$399K	Buy	8,342 +2,140	+35%	+$91.7K	0.01%	759
2023 Q4	$256K	Buy	+6,202	New	+$244K	0.01%	850

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

Principal Securities's UAL Position: Q1 2026 in Review

Principal Securities reduced its United Airlines (UAL) stake by 11% in Q1 2026, selling an estimated $202K and leaving 15,094 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #620.

Principal Securities first reported a position in UAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.9M in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Principal Securities held 15,094 shares of United Airlines worth $1.39M as of Q1 2026.
Principal Securities sold 1,928 United Airlines shares in Q1 2026, an estimated $202K.
United Airlines made up 0.02% of Principal Securities's portfolio in Q1 2026, its #620 holding.
Principal Securities first reported a position in United Airlines in Q4 2023 and has held it in 10 quarters since.
Principal Securities's United Airlines position peaked at $1.9M in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.