United Capital Financial Advisors’s American Airlines Group AAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-20,000
Closed -$635K 1462
2019
Q1
$635K Buy
+20,000
New +$672K ﹤0.01% 911

Other funds holding AAL

United Capital Financial Advisors's AAL Position: Q1 2026 in Review

United Capital Financial Advisors increased its American Airlines Group (AAL) stake by 176% in Q1 2026, buying an estimated $303K and bringing the position to 35,806 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

United Capital Financial Advisors first reported a position in AAL in Q4 2014 and has held it in 40 quarters since. The position peaked at $2.72M in Q4 2015. 567 funds tracked by Wall St. Rank hold AAL as of Q1 2026.

  • United Capital Financial Advisors held 35,806 shares of American Airlines Group worth $385K as of Q1 2026.
  • United Capital Financial Advisors bought 22,856 American Airlines Group shares in Q1 2026, an estimated $303K.
  • American Airlines Group made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1206 holding.
  • United Capital Financial Advisors first reported a position in American Airlines Group in Q4 2014 and has held it in 40 quarters since.
  • United Capital Financial Advisors's American Airlines Group position peaked at $2.72M in Q4 2015.
  • 567 funds tracked by Wall St. Rank held American Airlines Group as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.