Root Financial Partners
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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
Q3 		$398K Buy
3,592
+368
+11% +$43.4K 0.01% 264
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's UAL Position: Q3 2026 in Review

Root Financial Partners increased its United Airlines (UAL) stake by 11% in Q3 2026, buying an estimated $43.4K and bringing the position to 3,592 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #264.

Root Financial Partners first reported a position in UAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $438K in Q2 2026. 836 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Root Financial Partners held 3,592 shares of United Airlines worth $398K as of Q3 2026.
  • Root Financial Partners bought 368 United Airlines shares in Q3 2026, an estimated $43.4K.
  • United Airlines made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #264 holding.
  • Root Financial Partners first reported a position in United Airlines in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's United Airlines position peaked at $438K in Q2 2026.
  • 836 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.