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SFMG Wealth Advisors’s United Airlines UAL Stock Holding History

SFMG 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
Q1 		$241K Hold
2,613
– – 0.02% 273
2025
Q4 		$292K Hold
2,613
– – 0.02% 241
2025
Q3 		$252K Sell
2,613
-52
-2% -$5K 0.02% 251
2025
Q2 		$212K Buy
+2,665
New +$196K 0.02% 249

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

SFMG Wealth Advisors's UAL Position: Q1 2026 in Review

SFMG Wealth Advisors held its United Airlines (UAL) position steady in Q1 2026 at 2,613 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #273.

SFMG Wealth Advisors first reported a position in UAL in Q2 2025 and has held it in 4 quarters since. The position peaked at $292K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • SFMG Wealth Advisors held 2,613 shares of United Airlines worth $241K as of Q1 2026.
  • SFMG Wealth Advisors left its United Airlines share count unchanged in Q1 2026.
  • United Airlines made up 0.02% of SFMG Wealth Advisors's portfolio in Q1 2026, its #273 holding.
  • SFMG Wealth Advisors first reported a position in United Airlines in Q2 2025 and has held it in 4 quarters since.
  • SFMG Wealth Advisors's United Airlines position peaked at $292K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.