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United Capital Financial Advisors’s United Airlines UAL Stock Holding History

United Capital Financial 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 		$1.14M Buy
12,383
+456
+4% +$47.8K 0.01% 712
2025
Q4 		$1.33M Buy
11,927
+684
+6% +$69.1K 0.01% 647
2025
Q3 		$1.08M Buy
11,243
+324
+3% +$31.2K 0.01% 617
2025
Q2 		$869K Buy
10,919
+1,501
+16% +$111K 0.01% 631
2025
Q1 		$650K Sell
9,418
-324
-3% -$30.6K 0.01% 677
2024
Q4 		$946K Sell
9,742
-1,428
-13% -$121K 0.01% 562
2024
Q3 		$637K Sell
11,170
-488
-4% -$22.6K 0.01% 663
2024
Q2 		$567K Sell
11,658
-71
-0.6% -$3.57K ﹤0.01% 675
2024
Q1 		$562K Buy
11,729
+447
+4% +$19.2K ﹤0.01% 710
2023
Q4 		$465K Buy
+11,282
New +$444K ﹤0.01% 743
2023
Q3 		– Sell
-4,841
Closed -$266K – 899
2023
Q2 		$266K Sell
4,841
-2,445
-34% -$115K ﹤0.01% 795
2023
Q1 		$322K Buy
7,286
+1,054
+17% +$50.5K ﹤0.01% 806
2022
Q4 		$235K Sell
6,232
-705
-10% -$28.6K ﹤0.01% 943
2022
Q3 		$226K Sell
6,937
-1,357
-16% -$50.5K ﹤0.01% 982
2022
Q2 		$294K Sell
8,294
-2,612
-24% -$115K ﹤0.01% 947
2022
Q1 		$506K Sell
10,906
-1,015
-9% -$44K ﹤0.01% 832
2021
Q4 		$522K Sell
11,921
-440
-4% -$20.4K ﹤0.01% 845
2021
Q3 		$588K Sell
12,361
-1,782
-13% -$84K ﹤0.01% 815
2021
Q2 		$740K Buy
14,143
+94
+0.7% +$5.21K ﹤0.01% 771
2021
Q1 		$808K Sell
14,049
-1,478
-10% -$72.2K ﹤0.01% 722
2020
Q4 		$672K Buy
15,527
+1,877
+14% +$75.9K ﹤0.01% 776
2020
Q3 		$474K Sell
13,650
-595
-4% -$20.6K ﹤0.01% 840
2020
Q2 		$493K Buy
14,245
+3,911
+38% +$117K ﹤0.01% 872
2020
Q1 		$326K Buy
10,334
+7,017
+212% +$464K ﹤0.01% 954
2019
Q4 		$292K Buy
3,317
+100
+3% +$8.97K ﹤0.01% 1143
2019
Q3 		$284K Sell
3,217
-2,782
-46% -$246K ﹤0.01% 1095
2019
Q2 		$525K Buy
5,999
+117
+2% +$9.9K ﹤0.01% 1036
2019
Q1 		$469K Sell
5,882
-305
-5% -$25.7K ﹤0.01% 997
2018
Q4 		$518K Buy
6,187
+163
+3% +$14.3K ﹤0.01% 909
2018
Q3 		$536K Buy
6,024
+219
+4% +$18.1K ﹤0.01% 954
2018
Q2 		$405K Sell
5,805
-35,175
-86% -$2.44M ﹤0.01% 990
2018
Q1 		$2.85M Sell
40,980
-16,824
-29% -$1.16M 0.02% 509
2017
Q4 		$3.9M Buy
57,804
+7,757
+15% +$484K 0.03% 455
2017
Q3 		$3.05M Buy
50,047
+44,065
+737% +$2.94M 0.03% 483
2017
Q2 		$450K Buy
5,982
+2,189
+58% +$165K ﹤0.01% 950
2017
Q1 		$268K Sell
3,793
-26,626
-88% -$1.92M ﹤0.01% 1088
2016
Q4 		$2.22M Buy
30,419
+4,295
+16% +$274K 0.02% 540
2016
Q3 		$1.37M Buy
26,124
+9,162
+54% +$441K 0.01% 691
2016
Q2 		$695K Buy
16,962
+13,563
+399% +$642K 0.01% 836
2016
Q1 		$203K Buy
+3,399
New +$180K ﹤0.01% 1121
2015
Q4 		– Sell
-3,890
Closed -$206K – 1290
2015
Q3 		$206K Buy
+3,890
New +$219K ﹤0.01% 1152

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

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

United Capital Financial Advisors increased its United Airlines (UAL) stake by 3.8% in Q1 2026, buying an estimated $47.8K and bringing the position to 12,383 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #712.

United Capital Financial Advisors first reported a position in UAL in Q3 2015 and has held it in 41 quarters since. The position peaked at $3.9M in Q4 2017. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • United Capital Financial Advisors held 12,383 shares of United Airlines worth $1.14M as of Q1 2026.
  • United Capital Financial Advisors bought 456 United Airlines shares in Q1 2026, an estimated $47.8K.
  • United Airlines made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #712 holding.
  • United Capital Financial Advisors first reported a position in United Airlines in Q3 2015 and has held it in 41 quarters since.
  • United Capital Financial Advisors's United Airlines position peaked at $3.9M in Q4 2017.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

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