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Symphony Financial’s United Airlines UAL Stock Holding History

Symphony Financial’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 		$335K Sell
2,476
-380
-13% -$39.4K 0.04% 248
2026
Q1 		$255K Sell
2,856
-681
-19% -$71.4K 0.03% 262
2025
Q4 		$395K Buy
3,537
+803
+29% +$81.1K 0.05% 192
2025
Q3 		$262K Buy
2,734
+360
+15% +$34.6K 0.03% 234
2025
Q2 		$219K Buy
+2,374
New +$175K 0.03% 240
2025
Q1 		– Sell
-2,082
Closed -$230K – 213
2024
Q4 		$230K Buy
+2,082
New +$176K 0.04% 206
2021
Q2 		– Sell
-3,901
Closed -$260K – 200
2021
Q1 		$260K Buy
+3,901
New +$191K 0.07% 172

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 $3.38T AUM 44.17% 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

Symphony Financial's UAL Position: Q2 2026 in Review

Symphony Financial reduced its United Airlines (UAL) stake by 13% in Q2 2026, selling an estimated $39.4K and leaving 2,476 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #248.

Symphony Financial first reported a position in UAL in Q1 2021 and has held it in 7 quarters since. The position peaked at $395K in Q4 2025. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Symphony Financial held 2,476 shares of United Airlines worth $335K as of Q2 2026.
  • Symphony Financial sold 380 United Airlines shares in Q2 2026, an estimated $39.4K.
  • United Airlines made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #248 holding.
  • Symphony Financial first reported a position in United Airlines in Q1 2021 and has held it in 7 quarters since.
  • Symphony Financial's United Airlines position peaked at $395K in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.