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SHP Wealth Management’s United Airlines UAL Stock Holding History

SHP Wealth Management’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 		$10.3K Sell
76
-76
-50% -$7.87K ﹤0.01% 969
2026
Q1 		$14K Buy
152
+96
+171% +$10.1K ﹤0.01% 816
2025
Q4 		$6.23K Buy
+56
New +$5.66K ﹤0.01% 938

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

SHP Wealth Management's UAL Position: Q2 2026 in Review

SHP Wealth Management reduced its United Airlines (UAL) stake by 50% in Q2 2026, selling an estimated $7.87K and leaving 76 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

SHP Wealth Management first reported a position in UAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $14K in Q1 2026. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • SHP Wealth Management held 76 shares of United Airlines worth $10.3K as of Q2 2026.
  • SHP Wealth Management sold 76 United Airlines shares in Q2 2026, an estimated $7.87K.
  • United Airlines made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #969 holding.
  • SHP Wealth Management first reported a position in United Airlines in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's United Airlines position peaked at $14K in Q1 2026.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.