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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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $99.8B AUM 47.9% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $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

SHP Wealth Management's UAL Position: Q1 2026 in Review

SHP Wealth Management increased its United Airlines (UAL) stake by 171% in Q1 2026, buying an estimated $10.1K and bringing the position to 152 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

SHP Wealth Management first reported a position in UAL in Q4 2025 and has held it in 2 quarters since. 975 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • SHP Wealth Management held 152 shares of United Airlines worth $14K as of Q1 2026.
  • SHP Wealth Management bought 96 United Airlines shares in Q1 2026, an estimated $10.1K.
  • United Airlines made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #816 holding.
  • SHP Wealth Management first reported a position in United Airlines in Q4 2025 and has held it in 2 quarters since.
  • 975 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.