SOA Wealth Advisors’s United Airlines UAL Stock Holding History

SOA 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	$20.7K	Hold	225	–	–	﹤0.01%	498
2025 Q4	$25.2K	Hold	225	–	–	﹤0.01%	471
2025 Q3	$21.7K	Hold	225	–	–	﹤0.01%	506
2025 Q2	$17.9K	Hold	225	–	–	﹤0.01%	520
2025 Q1	$15.5K	Hold	225	–	–	﹤0.01%	510
2024 Q4	$21.8K	Hold	225	–	–	﹤0.01%	444
2024 Q3	$12.8K	Hold	225	–	–	﹤0.01%	508
2024 Q2	$10.9K	Hold	225	–	–	﹤0.01%	526
2024 Q1	$10.8K	Sell	225 -14	-6%	-$600	﹤0.01%	528
2023 Q4	$9.86K	Buy	239 +14	+6%	+$550	﹤0.01%	525
2023 Q3	$9.52K	Hold	225	–	–	﹤0.01%	528
2023 Q2	$12.3K	Hold	225	–	–	﹤0.01%	508
2023 Q1	$9.96K	Hold	225	–	–	﹤0.01%	524
2022 Q4	$8.48K	Hold	225	–	–	﹤0.01%	545
2022 Q3	$7K	Sell	225 -1	-0.4%	-$37	﹤0.01%	566
2022 Q2	$8K	Buy	226 +218	+2,725%	+$9.57K	﹤0.01%	536
2022 Q1	$0	Sell	8 -225	-97%	-$9.76K	﹤0.01%	1011
2021 Q4	$10K	Hold	233	–	–	﹤0.01%	577
2021 Q3	$11K	Hold	233	–	–	﹤0.01%	576
2021 Q2	$12K	Hold	233	–	–	﹤0.01%	553
2021 Q1	$13K	Sell	233 -321	-58%	-$15.7K	﹤0.01%	475
2020 Q4	$24K	Buy	+554	New	+$22.4K	0.01%	373

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

SOA Wealth Advisors held its United Airlines (UAL) position steady in Q1 2026 at 225 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

SOA Wealth Advisors first reported a position in UAL in Q4 2020 and has held it in 22 quarters since. The position peaked at $25.2K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

SOA Wealth Advisors held 225 shares of United Airlines worth $20.7K as of Q1 2026.
SOA Wealth Advisors left its United Airlines share count unchanged in Q1 2026.
United Airlines made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #498 holding.
SOA Wealth Advisors first reported a position in United Airlines in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's United Airlines position peaked at $25.2K in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.