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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
2022
Q1 		– Sell
-100
Closed -$5K – 277
2021
Q4 		$5K Buy
+100
New +$4.64K ﹤0.01% 265

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

Soltis Investment Advisors's UAL Position: Q2 2026 in Review

Soltis Investment Advisors opened a new position in United Airlines (UAL) in Q2 2026: 2,819 shares worth $383K. The stake represents 0.02% of the portfolio and ranks #416 among its holdings. This is a return to the name: Soltis Investment Advisors previously reported a position in UAL as recently as Q4 2025.

Soltis Investment Advisors first reported a position in UAL in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.37M in Q3 2020. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Soltis Investment Advisors held 2,819 shares of United Airlines worth $383K as of Q2 2026.
  • United Airlines was a new Soltis Investment Advisors position in Q2 2026.
  • United Airlines made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #416 holding.
  • Soltis Investment Advisors first reported a position in United Airlines in Q1 2020 and has held it in 14 quarters since.
  • Soltis Investment Advisors's United Airlines position peaked at $1.37M in Q3 2020.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.