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Soltis Investment Advisors’s United Airlines UAL Stock Holding History

Soltis Investment 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 		– Sell
-2,045
Closed -$229K – 608
2025
Q4 		$229K Buy
+2,045
New +$207K 0.02% 470
2023
Q1 		– Sell
-9,201
Closed -$347K – 272
2022
Q4 		$347K Hold
9,201
– – 0.05% 192
2022
Q3 		$299K Buy
9,201
+25
+0.3% +$930 0.05% 188
2022
Q2 		$325K Buy
9,176
+29
+0.3% +$1.27K 0.05% 186
2022
Q1 		$424K Buy
9,147
+20
+0.2% +$867 0.06% 174
2021
Q4 		$400K Sell
9,127
-1,178
-11% -$54.6K 0.06% 183
2021
Q3 		$490K Buy
10,305
+1,000
+11% +$47.1K 0.08% 166
2021
Q2 		$487K Hold
9,305
– – 0.08% 168
2021
Q1 		$535K Sell
9,305
-60
-0.6% -$2.93K 0.1% 148
2020
Q4 		$405K Sell
9,365
-29,973
-76% -$1.21M 0.08% 163
2020
Q3 		$1.37M Buy
39,338
+23
+0.1% +$796 0.32% 67
2020
Q2 		$1.36M Buy
39,315
+8,996
+30% +$270K 0.35% 49
2020
Q1 		$957K Buy
+30,319
New +$2M 0.3% 51

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Soltis Investment Advisors's UAL Position: Q1 2026 in Review

Soltis Investment Advisors sold out of United Airlines (UAL) in Q1 2026, closing a stake of 2,045 shares — an estimated $229K sold.

Soltis Investment Advisors first reported a position in UAL in Q1 2020 and held it in 13 quarters. The position peaked at $1.37M in Q3 2020. 972 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Soltis Investment Advisors reported no remaining United Airlines position as of Q1 2026 after selling out during the quarter.
  • Soltis Investment Advisors sold 2,045 United Airlines shares in Q1 2026, an estimated $229K.
  • Soltis Investment Advisors first reported a position in United Airlines in Q1 2020 and held it in 13 quarters.
  • Soltis Investment Advisors's United Airlines position peaked at $1.37M in Q3 2020.
  • 972 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.