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Sequoia Financial Advisors’s United Airlines UAL Stock Holding History

Sequoia Financial 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
Q2 		$3.21M Buy
23,613
+4,903
+26% +$508K 0.02% 457
2026
Q1 		$1.72M Buy
18,710
+2,455
+15% +$257K 0.01% 664
2025
Q4 		$1.82M Buy
16,255
+8,481
+109% +$857K 0.01% 612
2025
Q3 		$750K Buy
7,774
+1,835
+31% +$176K ﹤0.01% 935
2025
Q2 		$473K Buy
5,939
+2,884
+94% +$212K ﹤0.01% 1022
2025
Q1 		$211K Buy
3,055
+123
+4% +$11.6K ﹤0.01% 1243
2024
Q4 		$285K Buy
+2,932
New +$248K ﹤0.01% 1044
2022
Q2 		– Sell
-5,419
Closed -$251K – 681
2022
Q1 		$251K Buy
+5,419
New +$235K 0.01% 555
2021
Q2 		– Sell
-3,672
Closed -$211K – 486
2021
Q1 		$211K Buy
+3,672
New +$179K 0.01% 407

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

Sequoia Financial Advisors's UAL Position: Q2 2026 in Review

Sequoia Financial Advisors increased its United Airlines (UAL) stake by 26% in Q2 2026, buying an estimated $508K and bringing the position to 23,613 shares worth $3.21M. The position accounts for 0.02% of the portfolio, ranked #457.

Sequoia Financial Advisors first reported a position in UAL in Q1 2021 and has held it in 9 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Sequoia Financial Advisors held 23,613 shares of United Airlines worth $3.21M as of Q2 2026.
  • Sequoia Financial Advisors bought 4,903 United Airlines shares in Q2 2026, an estimated $508K.
  • United Airlines made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #457 holding.
  • Sequoia Financial Advisors first reported a position in United Airlines in Q1 2021 and has held it in 9 quarters since.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.