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Synergy Investment Management’s United Airlines UAL Stock Holding History

Synergy Investment Management’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 		– Sell
-22
Closed -$2.03K – 1183
2026
Q1 		$2.03K Buy
+22
New +$2.31K ﹤0.01% 688

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

Synergy Investment Management's UAL Position: Q2 2026 in Review

Synergy Investment Management sold out of United Airlines (UAL) in Q2 2026, closing a stake of 22 shares — an estimated $2.03K sold.

Synergy Investment Management first reported a position in UAL in Q1 2026 and held it in 1 quarter. The position peaked at $2.03K in Q1 2026. 1,068 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Synergy Investment Management reported no remaining United Airlines position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 22 United Airlines shares in Q2 2026, an estimated $2.03K.
  • Synergy Investment Management first reported a position in United Airlines in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's United Airlines position peaked at $2.03K in Q1 2026.
  • 1,068 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.