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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
Q2 		$301K Sell
2,213
-400
-15% -$41.4K 0.02% 254
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

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 $3.37T AUM 44.26% 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

SFMG Wealth Advisors's UAL Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its United Airlines (UAL) stake by 15% in Q2 2026, selling an estimated $41.4K and leaving 2,213 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #254.

SFMG Wealth Advisors first reported a position in UAL in Q2 2025 and has held it in 5 quarters since. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • SFMG Wealth Advisors held 2,213 shares of United Airlines worth $301K as of Q2 2026.
  • SFMG Wealth Advisors sold 400 United Airlines shares in Q2 2026, an estimated $41.4K.
  • United Airlines made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #254 holding.
  • SFMG Wealth Advisors first reported a position in United Airlines in Q2 2025 and has held it in 5 quarters since.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.