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Summit Global Investments’s United Airlines UAL Stock Holding History

Summit Global Investments’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 		– Sell
-7,007
Closed -$645K – 559
2026
Q1 		$645K Buy
+7,007
New +$734K 0.04% 286
2025
Q1 		– Sell
-4,016
Closed -$390K – 584
2024
Q4 		$390K Buy
+4,016
New +$340K 0.02% 405
2023
Q4 		– Sell
-144,208
Closed -$6.1M – 598
2023
Q3 		$6.1M Buy
144,208
+13,211
+10% +$668K 0.41% 55
2023
Q2 		$7.19M Buy
+130,997
New +$6.19M 0.48% 56

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 Global Investments's UAL Position: Q2 2026 in Review

Summit Global Investments sold out of United Airlines (UAL) in Q2 2026, closing a stake of 7,007 shares — an estimated $645K sold.

Summit Global Investments first reported a position in UAL in Q2 2023 and held it in 4 quarters. The position peaked at $7.19M in Q2 2023. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Summit Global Investments reported no remaining United Airlines position as of Q2 2026 after selling out during the quarter.
  • Summit Global Investments sold 7,007 United Airlines shares in Q2 2026, an estimated $645K.
  • Summit Global Investments first reported a position in United Airlines in Q2 2023 and held it in 4 quarters.
  • Summit Global Investments's United Airlines position peaked at $7.19M in Q2 2023.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.