Sax Wealth Advisors
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Sax Wealth Advisors’s United Airlines UAL Stock Holding History

Sax Wealth Advisors’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 		$682K Buy
6,147
+3,406
+124% +$401K 0.02% 365
2026
Q2 		$252K Buy
2,741
+3
+0.1% +$311 0.01% 478
2026
Q1 		$306K Buy
2,738
+300
+12% +$31.4K 0.01% 380
2025
Q4 		$273K Buy
+2,438
New +$246K 0.01% 422
2021
Q3 		– Sell
-4,373
Closed -$229K – 173
2021
Q2 		$229K Buy
4,373
+380
+10% +$21.1K 0.08% 142
2021
Q1 		$230K Buy
+3,993
New +$195K 0.08% 130

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

Sax Wealth Advisors's UAL Position: Q3 2026 in Review

Sax Wealth Advisors increased its United Airlines (UAL) stake by 124% in Q3 2026, buying an estimated $401K and bringing the position to 6,147 shares worth $682K. The position accounts for 0.02% of the portfolio, ranked #365.

Sax Wealth Advisors first reported a position in UAL in Q1 2021 and has held it in 6 quarters since. 836 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Sax Wealth Advisors held 6,147 shares of United Airlines worth $682K as of Q3 2026.
  • Sax Wealth Advisors bought 3,406 United Airlines shares in Q3 2026, an estimated $401K.
  • United Airlines made up 0.02% of Sax Wealth Advisors's portfolio in Q3 2026, its #365 holding.
  • Sax Wealth Advisors first reported a position in United Airlines in Q1 2021 and has held it in 6 quarters since.
  • 836 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.