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 Q2	–	Sell	-4,000	Closed	-$368K	–	1384
2026 Q1	$368K	Buy	+4,000	New	+$419K	0.05%	176
2023 Q1	–	Sell	-10,000	Closed	-$377K	–	1312
2022 Q4	$377K	Hold	10,000	–	–	0.01%	284
2022 Q3	$325K	Hold	10,000	–	–	0.02%	326
2022 Q2	$354K	Hold	10,000	–	–	0.04%	225
2022 Q1	$464K	Sell	10,000 -20,000	-67%	-$867K	0.05%	234
2021 Q4	$1.31M	Buy	+30,000	New	+$1.39M	0.06%	210
2021 Q3	–	Sell	-200	Closed	-$1.05M	–	894
2021 Q2	$1.05M	Buy	+200	New	+$11.1K	0.09%	241
2020 Q4	–	Sell	-314	Closed	-$1.09M	–	613
2020 Q3	$1.09M	Sell	314 -94	-23%	-$3.25K	0.11%	148
2020 Q2	$1.41M	Buy	+408	New	+$12.2K	0.18%	111
2019 Q4	–	Sell	-30	Closed	-$265K	–	522
2019 Q3	$265K	Buy	+30	New	+$2.65K	0.02%	270

Other funds holding UAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Summit Securities Group's UAL Position: Q2 2026 in Review

Summit Securities Group increased its United Airlines (UAL) stake by 42% in Q2 2026, buying an estimated $2.28K and bringing the position to 75 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Summit Securities Group first reported a position in UAL in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.68M in Q1 2020. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Summit Securities Group held 75 shares of United Airlines worth $10.2K as of Q2 2026.
Summit Securities Group bought 22 United Airlines shares in Q2 2026, an estimated $2.28K.
United Airlines made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #835 holding.
Summit Securities Group first reported a position in United Airlines in Q1 2020 and has held it in 15 quarters since.
Summit Securities Group's United Airlines position peaked at $1.68M in Q1 2020.
1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

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