Summit Trail Advisors’s United Airlines UAL Stock Holding History

Summit Trail Advisors’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	$3M	Buy	32,559 +5,537	+20%	+$580K	0.04%	312
2025 Q4	$3.02M	Buy	27,022 +3,555	+15%	+$359K	0.05%	233
2025 Q3	$2.26M	Buy	23,467 +4,469	+24%	+$430K	0.03%	385
2025 Q2	$1.51M	Buy	+18,998	New	+$1.4M	0.03%	340
2018 Q1	–	Sell	-1,463	Closed	-$101K	–	1579
2017 Q4	$101K	Buy	+1,463	New	+$91.2K	0.01%	627

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 Trail Advisors's UAL Position: Q1 2026 in Review

Summit Trail Advisors increased its United Airlines (UAL) stake by 20% in Q1 2026, buying an estimated $580K and bringing the position to 32,559 shares worth $3M. The position accounts for 0.04% of the portfolio, ranked #312.

Summit Trail Advisors first reported a position in UAL in Q4 2017 and has held it in 5 quarters since. The position peaked at $3.02M in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Summit Trail Advisors held 32,559 shares of United Airlines worth $3M as of Q1 2026.
Summit Trail Advisors bought 5,537 United Airlines shares in Q1 2026, an estimated $580K.
United Airlines made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #312 holding.
Summit Trail Advisors first reported a position in United Airlines in Q4 2017 and has held it in 5 quarters since.
Summit Trail Advisors's United Airlines position peaked at $3.02M in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.