Transcend Capital Advisors’s United Airlines UAL Stock Holding History

Transcend Capital 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	$638K	Buy	6,927 +946	+16%	+$99.1K	0.05%	334
2025 Q4	$669K	Buy	5,981 +612	+11%	+$61.8K	0.05%	310
2025 Q3	$518K	Buy	5,369 +1,098	+26%	+$106K	0.04%	369
2025 Q2	$340K	Buy	4,271 +781	+22%	+$57.5K	0.03%	425
2025 Q1	$241K	Sell	3,490 -112	-3%	-$10.6K	0.02%	522
2024 Q4	$350K	Buy	+3,602	New	+$305K	0.03%	413

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

Transcend Capital Advisors's UAL Position: Q1 2026 in Review

Transcend Capital Advisors increased its United Airlines (UAL) stake by 16% in Q1 2026, buying an estimated $99.1K and bringing the position to 6,927 shares worth $638K. The position accounts for 0.05% of the portfolio, ranked #334.

Transcend Capital Advisors first reported a position in UAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $669K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Transcend Capital Advisors held 6,927 shares of United Airlines worth $638K as of Q1 2026.
Transcend Capital Advisors bought 946 United Airlines shares in Q1 2026, an estimated $99.1K.
United Airlines made up 0.05% of Transcend Capital Advisors's portfolio in Q1 2026, its #334 holding.
Transcend Capital Advisors first reported a position in United Airlines in Q4 2024 and has held it in 6 quarters since.
Transcend Capital Advisors's United Airlines position peaked at $669K in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.