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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
Q2 		$4.11M Sell
30,234
-2,325
-7% -$241K 0.05% 237
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

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 Trail Advisors's UAL Position: Q2 2026 in Review

Summit Trail Advisors reduced its United Airlines (UAL) stake by 7.1% in Q2 2026, selling an estimated $241K and leaving 30,234 shares worth $4.11M. The position accounts for 0.05% of the portfolio, ranked #237.

Summit Trail Advisors first reported a position in UAL in Q4 2017 and has held it in 6 quarters since. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Summit Trail Advisors held 30,234 shares of United Airlines worth $4.11M as of Q2 2026.
  • Summit Trail Advisors sold 2,325 United Airlines shares in Q2 2026, an estimated $241K.
  • United Airlines made up 0.05% of Summit Trail Advisors's portfolio in Q2 2026, its #237 holding.
  • Summit Trail Advisors first reported a position in United Airlines in Q4 2017 and has held it in 6 quarters since.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.