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 Q3	$3.44K	Buy	31 +7	+29%	+$825	﹤0.01%	463
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

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

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

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Principia Wealth Advisory's UAL Position: Q3 2026 in Review

Principia Wealth Advisory increased its United Airlines (UAL) stake by 29% in Q3 2026, buying an estimated $825 and bringing the position to 31 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Principia Wealth Advisory first reported a position in UAL in Q4 2024 and has held it in 8 quarters since. 710 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

Principia Wealth Advisory held 31 shares of United Airlines worth $3.44K as of Q3 2026.
Principia Wealth Advisory bought 7 United Airlines shares in Q3 2026, an estimated $825.
United Airlines made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #463 holding.
Principia Wealth Advisory first reported a position in United Airlines in Q4 2024 and has held it in 8 quarters since.
710 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.