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WealthPlan Investment Management’s United Airlines UAL Stock Holding History

WealthPlan Investment Management’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 		$546K Buy
4,014
+565
+16% +$58.5K 0.03% 304
2026
Q1 		$318K Buy
+3,449
New +$361K 0.02% 379

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 $3.38T AUM 44.17% 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

WealthPlan Investment Management's UAL Position: Q2 2026 in Review

WealthPlan Investment Management increased its United Airlines (UAL) stake by 16% in Q2 2026, buying an estimated $58.5K and bringing the position to 4,014 shares worth $546K. The position accounts for 0.03% of the portfolio, ranked #304.

WealthPlan Investment Management first reported a position in UAL in Q1 2026 and has held it in 2 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • WealthPlan Investment Management held 4,014 shares of United Airlines worth $546K as of Q2 2026.
  • WealthPlan Investment Management bought 565 United Airlines shares in Q2 2026, an estimated $58.5K.
  • United Airlines made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #304 holding.
  • WealthPlan Investment Management first reported a position in United Airlines in Q1 2026 and has held it in 2 quarters since.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.