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Twin Peaks Wealth Advisors’s United Airlines UAL Stock Holding History

Twin Peaks Wealth 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 		$13K Buy
+141
New +$14.8K ﹤0.01% 925
2025
Q3 		– Sell
-122
Closed -$12K – 1993
2025
Q2 		$12K Buy
+122
New +$8.99K ﹤0.01% 836

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Twin Peaks Wealth Advisors's UAL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in United Airlines (UAL) in Q1 2026: 141 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #925 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in UAL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in UAL in Q2 2025 and has held it in 2 quarters since. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 141 shares of United Airlines worth $13K as of Q1 2026.
  • United Airlines was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • United Airlines made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #925 holding.
  • Twin Peaks Wealth Advisors first reported a position in United Airlines in Q2 2025 and has held it in 2 quarters since.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.