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 Q2	$20.4K	Hold	150	–	–	﹤0.01%	380
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Private Wealth Management Group's UAL Position: Q2 2026 in Review

Private Wealth Management Group held its United Airlines (UAL) position steady in Q2 2026 at 150 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Private Wealth Management Group first reported a position in UAL in Q4 2023 and has held it in 7 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Private Wealth Management Group held 150 shares of United Airlines worth $20.4K as of Q2 2026.
Private Wealth Management Group left its United Airlines share count unchanged in Q2 2026.
United Airlines made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #380 holding.
Private Wealth Management Group first reported a position in United Airlines in Q4 2023 and has held it in 7 quarters since.
1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.