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Sowell Financial Services’s United Airlines UAL Stock Holding History

Sowell Financial Services’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 		$1.36M Buy
9,985
+1,328
+15% +$138K 0.04% 394
2026
Q1 		$797K Buy
8,657
+4,416
+104% +$463K 0.03% 501
2025
Q4 		$474K Sell
4,241
-162
-4% -$16.4K 0.02% 665
2025
Q3 		$425K Sell
4,403
-4,002
-48% -$385K 0.02% 680
2025
Q2 		$669K Buy
8,405
+470
+6% +$34.6K 0.03% 531
2025
Q1 		$548K Buy
+7,935
New +$749K 0.02% 561
2021
Q2 		– Sell
-1,558
Closed -$83K – 2571
2021
Q1 		$83K Sell
1,558
-2,502
-62% -$122K ﹤0.01% 1453
2020
Q4 		$176K Buy
4,060
+1,741
+75% +$70.4K 0.01% 903
2020
Q3 		$81K Sell
2,319
-608
-21% -$21K ﹤0.01% 1055
2020
Q2 		$101K Buy
2,927
+2,373
+428% +$71.2K 0.01% 967
2020
Q1 		$17K Buy
554
+466
+530% +$30.8K ﹤0.01% 1445
2019
Q4 		$8K Buy
88
+38
+76% +$3.41K ﹤0.01% 1771
2019
Q3 		$4K Buy
+50
New +$4.42K ﹤0.01% 1877

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

Sowell Financial Services's UAL Position: Q2 2026 in Review

Sowell Financial Services increased its United Airlines (UAL) stake by 15% in Q2 2026, buying an estimated $138K and bringing the position to 9,985 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #394.

Sowell Financial Services first reported a position in UAL in Q3 2019 and has held it in 13 quarters since. 1,068 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Sowell Financial Services held 9,985 shares of United Airlines worth $1.36M as of Q2 2026.
  • Sowell Financial Services bought 1,328 United Airlines shares in Q2 2026, an estimated $138K.
  • United Airlines made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #394 holding.
  • Sowell Financial Services first reported a position in United Airlines in Q3 2019 and has held it in 13 quarters since.
  • 1,068 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.