Tanglewood Legacy Advisors’s United Airlines UAL Stock Holding History

Tanglewood Legacy Advisors’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 Q1	$138K	Hold	1,500	–	–	0.05%	113
2025 Q4	$168K	Hold	1,500	–	–	0.06%	101
2025 Q3	$145K	Hold	1,500	–	–	0.06%	107
2025 Q2	$119K	Hold	1,500	–	–	0.05%	118
2025 Q1	$104K	Hold	1,500	–	–	0.05%	128
2024 Q4	$146K	Hold	1,500	–	–	0.06%	106
2024 Q3	$85.6K	Hold	1,500	–	–	0.04%	131
2024 Q2	$73K	Hold	1,500	–	–	0.03%	136
2024 Q1	$71.8K	Hold	1,500	–	–	0.04%	139
2023 Q4	$61.9K	Sell	1,500 -356	-19%	-$14K	0.03%	136
2023 Q3	$78.5K	Hold	1,856	–	–	0.05%	128
2023 Q2	$102K	Hold	1,856	–	–	0.06%	116
2023 Q1	$82.1K	Buy	1,856 +1,500	+421%	+$71.9K	0.05%	124
2022 Q4	$13.4K	Buy	+356	New	+$14.4K	0.01%	202

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Tanglewood Legacy Advisors's UAL Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its United Airlines (UAL) position steady in Q1 2026 at 1,500 shares worth $138K. The position accounts for 0.05% of the portfolio, ranked #113.

Tanglewood Legacy Advisors first reported a position in UAL in Q4 2022 and has held it in 14 quarters since. The position peaked at $168K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Tanglewood Legacy Advisors held 1,500 shares of United Airlines worth $138K as of Q1 2026.
Tanglewood Legacy Advisors left its United Airlines share count unchanged in Q1 2026.
United Airlines made up 0.05% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #113 holding.
Tanglewood Legacy Advisors first reported a position in United Airlines in Q4 2022 and has held it in 14 quarters since.
Tanglewood Legacy Advisors's United Airlines position peaked at $168K in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.