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
2024 Q1	–	Sell	-20,000	Closed	-$825K	–	901
2023 Q4	$825K	Buy	+20,000	New	+$786K	0.07%	150
2023 Q1	–	Sell	-60,000	Closed	-$2.26M	–	1313
2022 Q4	$2.26M	Hold	60,000	–	–	0.09%	111
2022 Q3	$1.95M	Hold	60,000	–	–	0.15%	96
2022 Q2	$2.13M	Buy	+60,000	New	+$2.63M	0.26%	70
2022 Q1	–	Sell	-30,000	Closed	-$1.31M	–	1369
2021 Q4	$1.31M	Buy	+30,000	New	+$1.39M	0.06%	211
2021 Q3	–	Sell	-330	Closed	-$1.73M	–	896
2021 Q2	$1.73M	Buy	+330	New	+$18.3K	0.14%	157
2020 Q4	–	Sell	-240	Closed	-$834K	–	614
2020 Q3	$834K	Sell	240 -935	-80%	-$32.3K	0.09%	172
2020 Q2	$4.07M	Buy	1,175 +718	+157%	+$21.5K	0.51%	36
2020 Q1	$1.44M	Buy	+457	New	+$30.2K	0.25%	86
2019 Q4	–	Sell	-30	Closed	-$265K	–	523
2019 Q3	$265K	Buy	+30	New	+$2.65K	0.02%	271

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.