Private Wealth Management Group’s United Airlines UAL Stock Holding History

Private Wealth Management Group’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	$13.8K	Buy	150 +50	+50%	+$5.24K	﹤0.01%	434
2025 Q4	$11.2K	Hold	100	–	–	﹤0.01%	478
2025 Q3	$9.65K	Hold	100	–	–	﹤0.01%	521
2025 Q2	$7.96K	Hold	100	–	–	﹤0.01%	567
2025 Q1	$6.91K	Buy	+100	New	+$9.44K	﹤0.01%	599
2024 Q1	–	Sell	-1	Closed	-$42	–	1585
2023 Q4	$42	Buy	+1	New	+$39	﹤0.01%	1513

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

Private Wealth Management Group's UAL Position: Q1 2026 in Review

Private Wealth Management Group increased its United Airlines (UAL) stake by 50% in Q1 2026, buying an estimated $5.24K and bringing the position to 150 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Private Wealth Management Group first reported a position in UAL in Q4 2023 and has held it in 6 quarters since. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Private Wealth Management Group held 150 shares of United Airlines worth $13.8K as of Q1 2026.
Private Wealth Management Group bought 50 United Airlines shares in Q1 2026, an estimated $5.24K.
United Airlines made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #434 holding.
Private Wealth Management Group first reported a position in United Airlines in Q4 2023 and has held it in 6 quarters since.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.