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United Financial Planning Group’s United Airlines UAL Stock Holding History

United Financial Planning Group’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 		$6.93K Hold
51
– – ﹤0.01% 314
2026
Q1 		$4.7K Buy
+51
New +$5.34K ﹤0.01% 326

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

United Financial Planning Group's UAL Position: Q2 2026 in Review

United Financial Planning Group held its United Airlines (UAL) position steady in Q2 2026 at 51 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

United Financial Planning Group first reported a position in UAL in Q1 2026 and has held it in 2 quarters since. 1,068 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • United Financial Planning Group held 51 shares of United Airlines worth $6.93K as of Q2 2026.
  • United Financial Planning Group left its United Airlines share count unchanged in Q2 2026.
  • United Airlines made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #314 holding.
  • United Financial Planning Group first reported a position in United Airlines in Q1 2026 and has held it in 2 quarters since.
  • 1,068 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.