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Summit Financial’s United Airlines UAL Stock Holding History

Summit Financial’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 		$819K Sell
6,021
-1,337
-18% -$138K 0.01% 905
2026
Q1 		$677K Sell
7,358
-4,712
-39% -$494K 0.01% 909
2025
Q4 		$1.35M Buy
12,070
+3,351
+38% +$339K 0.02% 580
2025
Q3 		$841K Buy
8,719
+1,586
+22% +$153K 0.01% 704
2025
Q2 		$568K Buy
7,133
+283
+4% +$20.8K 0.01% 549
2025
Q1 		$473K Buy
6,850
+189
+3% +$17.8K 0.01% 524
2024
Q4 		$647K Buy
6,661
+243
+4% +$20.5K 0.02% 400
2024
Q3 		$366K Sell
6,418
-523
-8% -$24.2K 0.01% 428
2024
Q2 		$338K Buy
+6,941
New +$349K 0.02% 394

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

Summit Financial's UAL Position: Q2 2026 in Review

Summit Financial reduced its United Airlines (UAL) stake by 18% in Q2 2026, selling an estimated $138K and leaving 6,021 shares worth $819K. The position accounts for 0.01% of the portfolio, ranked #905.

Summit Financial first reported a position in UAL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.35M in Q4 2025. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Summit Financial held 6,021 shares of United Airlines worth $819K as of Q2 2026.
  • Summit Financial sold 1,337 United Airlines shares in Q2 2026, an estimated $138K.
  • United Airlines made up 0.01% of Summit Financial's portfolio in Q2 2026, its #905 holding.
  • Summit Financial first reported a position in United Airlines in Q2 2024 and has held it in 9 quarters since.
  • Summit Financial's United Airlines position peaked at $1.35M in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.