Summit Wealth Group (Colorado)
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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
Q3 		$618K Buy
5,572
+3,252
+140% +$383K 0.04% 231
2026
Q2 		$315K Buy
+2,320
New +$240K 0.03% 291
2026
Q1 		– Sell
-2,232
Closed -$250K – 352
2025
Q4 		$250K Buy
+2,232
New +$226K 0.03% 238

Other funds holding UAL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Summit Wealth Group (Colorado)'s UAL Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its United Airlines (UAL) stake by 140% in Q3 2026, buying an estimated $383K and bringing the position to 5,572 shares worth $618K. The position accounts for 0.04% of the portfolio, ranked #231.

Summit Wealth Group (Colorado) first reported a position in UAL in Q4 2025 and has held it in 3 quarters since. 836 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Summit Wealth Group (Colorado) held 5,572 shares of United Airlines worth $618K as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 3,252 United Airlines shares in Q3 2026, an estimated $383K.
  • United Airlines made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #231 holding.
  • Summit Wealth Group (Colorado) first reported a position in United Airlines in Q4 2025 and has held it in 3 quarters since.
  • 836 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.