Ritholtz Wealth Management’s United Airlines UAL Stock Holding History

Ritholtz Wealth Management’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	$2.53M	Sell	18,588 -14,933	-45%	-$1.55M	0.04%	354
2026 Q1	$3.09M	Sell	33,521 -1,836	-5%	-$192K	0.05%	267
2025 Q4	$3.95M	Buy	35,357 +7,739	+28%	+$782K	0.07%	193
2025 Q3	$2.67M	Buy	27,618 +8,234	+42%	+$792K	0.05%	258
2025 Q2	$1.54M	Buy	19,384 +13,692	+241%	+$1.01M	0.03%	357
2025 Q1	$393K	Buy	+5,692	New	+$538K	0.01%	660
2017 Q3	–	Sell	-2,717	Closed	-$204K	–	84
2017 Q2	$204K	Buy	+2,717	New	+$205K	0.09%	67

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 $3.37T AUM 44.26% 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

Ritholtz Wealth Management's UAL Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its United Airlines (UAL) stake by 45% in Q2 2026, selling an estimated $1.55M and leaving 18,588 shares worth $2.53M. The position accounts for 0.04% of the portfolio, ranked #354.

Ritholtz Wealth Management first reported a position in UAL in Q2 2017 and has held it in 7 quarters since. The position peaked at $3.95M in Q4 2025. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Ritholtz Wealth Management held 18,588 shares of United Airlines worth $2.53M as of Q2 2026.
Ritholtz Wealth Management sold 14,933 United Airlines shares in Q2 2026, an estimated $1.55M.
United Airlines made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #354 holding.
Ritholtz Wealth Management first reported a position in United Airlines in Q2 2017 and has held it in 7 quarters since.
Ritholtz Wealth Management's United Airlines position peaked at $3.95M in Q4 2025.
1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.