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Root Financial Partners’s United Airlines UAL Stock Holding History

Root Financial Partners’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 		$438K Buy
3,224
+178
+6% +$18.4K 0.02% 216
2026
Q1 		$280K Buy
3,046
+1,206
+66% +$126K 0.01% 261
2025
Q4 		$206K Buy
1,840
+93
+5% +$9.4K 0.01% 295
2025
Q3 		$169K Buy
+1,747
New +$168K 0.01% 315

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 $3.37T AUM 44.26% 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

Root Financial Partners's UAL Position: Q2 2026 in Review

Root Financial Partners increased its United Airlines (UAL) stake by 5.8% in Q2 2026, buying an estimated $18.4K and bringing the position to 3,224 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #216.

Root Financial Partners first reported a position in UAL in Q3 2025 and has held it in 4 quarters since. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Root Financial Partners held 3,224 shares of United Airlines worth $438K as of Q2 2026.
  • Root Financial Partners bought 178 United Airlines shares in Q2 2026, an estimated $18.4K.
  • United Airlines made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #216 holding.
  • Root Financial Partners first reported a position in United Airlines in Q3 2025 and has held it in 4 quarters since.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.