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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
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 $6.73T 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 Wealth Group (Colorado)'s UAL Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in United Airlines (UAL) in Q2 2026: 2,320 shares worth $315K. The stake represents 0.03% of the portfolio and ranks #291 among its holdings. This is a return to the name: Summit Wealth Group (Colorado) previously reported a position in UAL as recently as Q4 2025.

Summit Wealth Group (Colorado) first reported a position in UAL in Q4 2025 and has held it in 2 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,320 shares of United Airlines worth $315K as of Q2 2026.
  • United Airlines was a new Summit Wealth Group (Colorado) position in Q2 2026.
  • United Airlines made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #291 holding.
  • Summit Wealth Group (Colorado) first reported a position in United Airlines in Q4 2025 and has held it in 2 quarters since.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.