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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
Q2 		– Sell
-141
Closed -$13K – 2066
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

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

Twin Peaks Wealth Advisors's UAL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of United Airlines (UAL) in Q2 2026, closing a stake of 141 shares — an estimated $13K sold.

Twin Peaks Wealth Advisors first reported a position in UAL in Q2 2025 and held it in 2 quarters. The position peaked at $13K in Q1 2026. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining United Airlines position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 141 United Airlines shares in Q2 2026, an estimated $13K.
  • Twin Peaks Wealth Advisors first reported a position in United Airlines in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's United Airlines position peaked at $13K in Q1 2026.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.