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SVB Wealth’s United Airlines UAL Stock Holding History

SVB Wealth’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 		$3.24M Sell
23,829
-3,662
-13% -$379K 0.2% 97
2026
Q1 		$2.53M Buy
27,491
+5,569
+25% +$584K 0.17% 119
2025
Q4 		$2.45M Buy
21,922
+3,502
+19% +$354K 0.14% 131
2025
Q3 		$1.78M Buy
18,420
+807
+5% +$77.6K 0.1% 164
2025
Q2 		$1.4M Buy
+17,613
New +$1.3M 0.08% 194
2017
Q2 		– Sell
-9,543
Closed -$674K – 497
2017
Q1 		$674K Sell
9,543
-490
-5% -$35.4K 0.03% 307
2016
Q4 		$731K Sell
10,033
-6,121
-38% -$390K 0.03% 292
2016
Q3 		$848K Sell
16,154
-270
-2% -$13K 0.03% 269
2016
Q2 		$674K Sell
16,424
-150
-0.9% -$7.1K 0.03% 301
2016
Q1 		$992K Buy
16,574
+478
+3% +$25.4K 0.04% 259
2015
Q4 		$922K Buy
16,096
+255
+2% +$14.7K 0.04% 280
2015
Q3 		$840K Sell
15,841
-175
-1% -$9.87K 0.03% 317
2015
Q2 		$849K Buy
16,016
+1,725
+12% +$99.9K 0.03% 341
2015
Q1 		$961K Buy
14,291
+6,210
+77% +$421K 0.03% 322
2014
Q4 		$541K Buy
+8,081
New +$448K 0.02% 393

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

SVB Wealth's UAL Position: Q2 2026 in Review

SVB Wealth reduced its United Airlines (UAL) stake by 13% in Q2 2026, selling an estimated $379K and leaving 23,829 shares worth $3.24M. The position accounts for 0.2% of the portfolio, ranked #97.

SVB Wealth first reported a position in UAL in Q4 2014 and has held it in 15 quarters since. 1,068 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • SVB Wealth held 23,829 shares of United Airlines worth $3.24M as of Q2 2026.
  • SVB Wealth sold 3,662 United Airlines shares in Q2 2026, an estimated $379K.
  • United Airlines made up 0.2% of SVB Wealth's portfolio in Q2 2026, its #97 holding.
  • SVB Wealth first reported a position in United Airlines in Q4 2014 and has held it in 15 quarters since.
  • 1,068 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.