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SMA Capital’s United Airlines UAL Stock Holding History

SMA Capital’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 		$2.72M Buy
+20,000
New +$2.07M 1.14% 35

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

SMA Capital's UAL Position: Q2 2026 in Review

SMA Capital opened a new position in United Airlines (UAL) in Q2 2026: 20,000 shares worth $2.72M. The stake represents 1.14% of the portfolio and ranks #35 among its holdings.

1,065 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • SMA Capital held 20,000 shares of United Airlines worth $2.72M as of Q2 2026.
  • United Airlines was a new SMA Capital position in Q2 2026.
  • United Airlines made up 1.14% of SMA Capital's portfolio in Q2 2026, its #35 holding.
  • 1,065 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.