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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
Q2 		$2.67M Buy
19,662
+15,492
+372% +$1.6M 0.1% 194
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

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

Rothschild Investment LLC's UAL Position: Q2 2026 in Review

Rothschild Investment LLC increased its United Airlines (UAL) stake by 372% in Q2 2026, buying an estimated $1.6M and bringing the position to 19,662 shares worth $2.67M. The position accounts for 0.1% of the portfolio, ranked #194.

Rothschild Investment LLC first reported a position in UAL in Q4 2023 and has held it in 11 quarters since. 1,072 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Rothschild Investment LLC held 19,662 shares of United Airlines worth $2.67M as of Q2 2026.
  • Rothschild Investment LLC bought 15,492 United Airlines shares in Q2 2026, an estimated $1.6M.
  • United Airlines made up 0.1% of Rothschild Investment LLC's portfolio in Q2 2026, its #194 holding.
  • Rothschild Investment LLC first reported a position in United Airlines in Q4 2023 and has held it in 11 quarters since.
  • 1,072 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.