TFC Financial Management’s United Airlines UAL Stock Holding History

TFC Financial 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	$7.75K	Buy	57 +6	+12%	+$622	﹤0.01%	441
2026 Q1	$4.7K	Hold	51	–	–	﹤0.01%	461
2025 Q4	$5.7K	Hold	51	–	–	﹤0.01%	435
2025 Q3	$4.92K	Hold	51	–	–	﹤0.01%	462
2025 Q2	$4.06K	Buy	51 +28	+122%	+$2.06K	﹤0.01%	438
2025 Q1	$1.59K	Sell	23 -28	-55%	-$2.64K	﹤0.01%	511
2024 Q4	$4.95K	Buy	51 +28	+122%	+$2.37K	﹤0.01%	415
2024 Q3	$1.31K	Sell	23 -28	-55%	-$1.3K	﹤0.01%	550
2024 Q2	$2.48K	Buy	51 +6	+13%	+$302	﹤0.01%	457
2024 Q1	$2.15K	Buy	45 +22	+96%	+$943	﹤0.01%	457
2023 Q4	$949	Sell	23 -9	-28%	-$354	﹤0.01%	515
2023 Q3	$1.35K	Hold	32	–	–	﹤0.01%	503
2023 Q2	$1.76K	Buy	32 +9	+39%	+$425	﹤0.01%	455
2023 Q1	$1.02K	Hold	23	–	–	﹤0.01%	508
2022 Q4	$867	Hold	23	–	–	﹤0.01%	470
2022 Q3	$1K	Buy	23 +9	+64%	+$335	﹤0.01%	509
2022 Q2	$0	Hold	14	–	–	﹤0.01%	567
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	516
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	567
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	554
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	559
2021 Q1	$1K	Hold	14	–	–	﹤0.01%	551
2020 Q4	$1K	Hold	14	–	–	﹤0.01%	535
2020 Q3	$0	Buy	+14	New	+$484	﹤0.01%	562

Other funds holding UAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TFC Financial Management's UAL Position: Q2 2026 in Review

TFC Financial Management increased its United Airlines (UAL) stake by 12% in Q2 2026, buying an estimated $622 and bringing the position to 57 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

TFC Financial Management first reported a position in UAL in Q3 2020 and has held it in 24 quarters since. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

TFC Financial Management held 57 shares of United Airlines worth $7.75K as of Q2 2026.
TFC Financial Management bought 6 United Airlines shares in Q2 2026, an estimated $622.
United Airlines made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #441 holding.
TFC Financial Management first reported a position in United Airlines in Q3 2020 and has held it in 24 quarters since.
1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.