Summit Securities Group’s United Airlines UAL Stock Holding History

Summit Securities Group’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	$4.88K	Sell	53 -428	-89%	-$44.8K	﹤0.01%	802
2025 Q4	$53.8K	Sell	481 -77	-14%	-$7.78K	0.01%	600
2025 Q3	$53.8K	Buy	558 +338	+154%	+$32.5K	0.01%	546
2025 Q2	$17.5K	Buy	+220	New	+$16.2K	﹤0.01%	751
2024 Q1	–	Sell	-7,400	Closed	-$305K	–	900
2023 Q4	$305K	Buy	7,400 +6,470	+696%	+$254K	0.03%	222
2023 Q3	$39K	Buy	930 +501	+117%	+$25.3K	﹤0.01%	309
2023 Q2	$24K	Sell	429 -213	-33%	-$10.1K	﹤0.01%	587
2023 Q1	$28K	Sell	642 -13,189	-95%	-$632K	﹤0.01%	565
2022 Q4	$521K	Sell	13,831 -10,210	-42%	-$414K	0.02%	234
2022 Q3	$782K	Buy	24,041 +23,358	+3,420%	+$869K	0.06%	191
2022 Q2	$24K	Buy	683 +550	+414%	+$24.1K	﹤0.01%	734
2022 Q1	$6K	Buy	+133	New	+$5.77K	﹤0.01%	948
2021 Q3	–	Sell	-9,501	Closed	-$497K	–	895
2021 Q2	$497K	Buy	+9,501	New	+$527K	0.04%	389
2020 Q2	–	Sell	-53,200	Closed	-$1.6M	–	481
2020 Q1	$1.68M	Buy	+53,200	New	+$3.52M	0.3%	75

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 Securities Group's UAL Position: Q1 2026 in Review

Summit Securities Group reduced its United Airlines (UAL) stake by 89% in Q1 2026, selling an estimated $44.8K and leaving 53 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Summit Securities Group first reported a position in UAL in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.68M in Q1 2020. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Summit Securities Group held 53 shares of United Airlines worth $4.88K as of Q1 2026.
Summit Securities Group sold 428 United Airlines shares in Q1 2026, an estimated $44.8K.
United Airlines made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #802 holding.
Summit Securities Group first reported a position in United Airlines in Q1 2020 and has held it in 14 quarters since.
Summit Securities Group's United Airlines position peaked at $1.68M in Q1 2020.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.