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Summit Wealth Group (Colorado)’s United Airlines UAL Stock Holding History

Summit Wealth Group (Colorado)’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 		– Sell
-2,232
Closed -$250K – 352
2025
Q4 		$250K Buy
+2,232
New +$226K 0.03% 238

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Summit Wealth Group (Colorado)'s UAL Position: Q1 2026 in Review

Summit Wealth Group (Colorado) sold out of United Airlines (UAL) in Q1 2026, closing a stake of 2,232 shares — an estimated $250K sold.

Summit Wealth Group (Colorado) first reported a position in UAL in Q4 2025 and held it in 1 quarter. The position peaked at $250K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Summit Wealth Group (Colorado) reported no remaining United Airlines position as of Q1 2026 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,232 United Airlines shares in Q1 2026, an estimated $250K.
  • Summit Wealth Group (Colorado) first reported a position in United Airlines in Q4 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s United Airlines position peaked at $250K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.