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Rothschild Investment LLC’s United Airlines UAL Stock Holding History

Rothschild Investment LLC’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
Q1 		$384K Buy
4,170
+1,929
+86% +$202K 0.02% 477
2025
Q4 		$251K Buy
2,241
+220
+11% +$22.2K 0.01% 547
2025
Q3 		$195K Buy
2,021
+957
+90% +$92K 0.01% 622
2025
Q2 		$84.7K Buy
1,064
+158
+17% +$11.6K 0.01% 676
2025
Q1 		$62.6K Sell
906
-9
-1% -$850 ﹤0.01% 719
2024
Q4 		$88.8K Buy
915
+6
+0.7% +$507 0.01% 662
2024
Q3 		$51.9K Buy
909
+100
+12% +$4.63K ﹤0.01% 765
2024
Q2 		$39.4K Buy
809
+50
+7% +$2.52K ﹤0.01% 807
2024
Q1 		$36.3K Buy
759
+41
+6% +$1.76K ﹤0.01% 797
2023
Q4 		$29.6K Buy
+718
New +$28.2K ﹤0.01% 769

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Rothschild Investment LLC's UAL Position: Q1 2026 in Review

Rothschild Investment LLC increased its United Airlines (UAL) stake by 86% in Q1 2026, buying an estimated $202K and bringing the position to 4,170 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #477.

Rothschild Investment LLC first reported a position in UAL in Q4 2023 and has held it in 10 quarters since. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Rothschild Investment LLC held 4,170 shares of United Airlines worth $384K as of Q1 2026.
  • Rothschild Investment LLC bought 1,929 United Airlines shares in Q1 2026, an estimated $202K.
  • United Airlines made up 0.02% of Rothschild Investment LLC's portfolio in Q1 2026, its #477 holding.
  • Rothschild Investment LLC first reported a position in United Airlines in Q4 2023 and has held it in 10 quarters since.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.