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Robertson Stephens Wealth Management’s United Airlines UAL Stock Holding History

Robertson Stephens 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 		$284K Buy
+2,089
New +$216K 0.01% 537
2026
Q1 		– Sell
-2,579
Closed -$288K – 670
2025
Q4 		$288K Sell
2,579
-300
-10% -$30.3K 0.01% 530
2025
Q3 		$278K Sell
2,879
-1
-0% -$96 0.01% 459
2025
Q2 		$229K Buy
+2,880
New +$212K 0.01% 513

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 $3.38T AUM 44.17% 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

Robertson Stephens Wealth Management's UAL Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in United Airlines (UAL) in Q2 2026: 2,089 shares worth $284K. The stake represents 0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in UAL as recently as Q4 2025.

Robertson Stephens Wealth Management first reported a position in UAL in Q2 2025 and has held it in 4 quarters since. The position peaked at $288K in Q4 2025. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Robertson Stephens Wealth Management held 2,089 shares of United Airlines worth $284K as of Q2 2026.
  • United Airlines was a new Robertson Stephens Wealth Management position in Q2 2026.
  • United Airlines made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #537 holding.
  • Robertson Stephens Wealth Management first reported a position in United Airlines in Q2 2025 and has held it in 4 quarters since.
  • Robertson Stephens Wealth Management's United Airlines position peaked at $288K in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.