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Principia Wealth Advisory’s United Airlines UAL Stock Holding History

Principia Wealth Advisory’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 		$3.26K Sell
24
-5
-17% -$518 ﹤0.01% 459
2026
Q1 		$2.67K Buy
29
+6
+26% +$629 ﹤0.01% 436
2025
Q4 		$2.57K Buy
23
+1
+5% +$101 ﹤0.01% 387
2025
Q3 		$2.12K Buy
22
+2
+10% +$192 ﹤0.01% 426
2025
Q2 		$1.59K Buy
20
+15
+300% +$1.1K ﹤0.01% 437
2025
Q1 		$354 Sell
5
-4
-44% -$378 ﹤0.01% 659
2024
Q4 		$874 Buy
+9
New +$761 ﹤0.01% 395

Other funds holding UAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Principia Wealth Advisory's UAL Position: Q2 2026 in Review

Principia Wealth Advisory reduced its United Airlines (UAL) stake by 17% in Q2 2026, selling an estimated $518 and leaving 24 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Principia Wealth Advisory first reported a position in UAL in Q4 2024 and has held it in 7 quarters since. 1,068 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Principia Wealth Advisory held 24 shares of United Airlines worth $3.26K as of Q2 2026.
  • Principia Wealth Advisory sold 5 United Airlines shares in Q2 2026, an estimated $518.
  • United Airlines made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #459 holding.
  • Principia Wealth Advisory first reported a position in United Airlines in Q4 2024 and has held it in 7 quarters since.
  • 1,068 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.