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Sunrise Financial Services’s United Airlines UAL Stock Holding History

Sunrise Financial Services’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 		$1.77K Buy
13
+6
+86% +$622 ﹤0.01% 422
2026
Q1 		$644 Sell
7
-1
-13% -$105 ﹤0.01% 545
2025
Q4 		$895 Buy
+8
New +$808 ﹤0.01% 470

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

Sunrise Financial Services's UAL Position: Q2 2026 in Review

Sunrise Financial Services increased its United Airlines (UAL) stake by 86% in Q2 2026, buying an estimated $622 and bringing the position to 13 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Sunrise Financial Services first reported a position in UAL in Q4 2025 and has held it in 3 quarters since. 1,068 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Sunrise Financial Services held 13 shares of United Airlines worth $1.77K as of Q2 2026.
  • Sunrise Financial Services bought 6 United Airlines shares in Q2 2026, an estimated $622.
  • United Airlines made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #422 holding.
  • Sunrise Financial Services first reported a position in United Airlines in Q4 2025 and has held it in 3 quarters since.
  • 1,068 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.