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 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

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

Summit Financial's UAL Position: Q1 2026 in Review

Summit Financial reduced its United Airlines (UAL) stake by 39% in Q1 2026, selling an estimated $494K and leaving 7,358 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #909.

Summit Financial first reported a position in UAL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.35M in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Summit Financial held 7,358 shares of United Airlines worth $677K as of Q1 2026.
Summit Financial sold 4,712 United Airlines shares in Q1 2026, an estimated $494K.
United Airlines made up 0.01% of Summit Financial's portfolio in Q1 2026, its #909 holding.
Summit Financial first reported a position in United Airlines in Q2 2024 and has held it in 8 quarters since.
Summit Financial's United Airlines position peaked at $1.35M in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.