Wealthspire Advisors (New York)’s United Airlines UAL Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-4,271	Closed	-$478K	–	1095
2025 Q4	$478K	Buy	4,271 +3,059	+252%	+$309K	﹤0.01%	626
2025 Q3	$117K	Buy	+1,212	New	+$117K	﹤0.01%	968
2023 Q2	–	Sell	-22,830	Closed	-$1.01M	–	572
2023 Q1	$1.01M	Sell	22,830 -5,245	-19%	-$251K	0.02%	239
2022 Q4	$1.06M	Sell	28,075 -1,610	-5%	-$65.3K	0.02%	251
2022 Q3	$966K	Buy	29,685 +5,870	+25%	+$218K	0.02%	229
2022 Q2	$844K	Buy	+23,815	New	+$1.05M	0.02%	231
2019 Q1	–	Sell	-131	Closed	-$11K	–	741
2018 Q4	$11K	Buy	+131	New	+$11.5K	﹤0.01%	484

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthspire Advisors (New York)'s UAL Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of United Airlines (UAL) in Q1 2026, closing a stake of 4,271 shares — an estimated $478K sold.

Wealthspire Advisors (New York) first reported a position in UAL in Q4 2018 and held it in 7 quarters. The position peaked at $1.06M in Q4 2022. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining United Airlines position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 4,271 United Airlines shares in Q1 2026, an estimated $478K.
Wealthspire Advisors (New York) first reported a position in United Airlines in Q4 2018 and held it in 7 quarters.
Wealthspire Advisors (New York)'s United Airlines position peaked at $1.06M in Q4 2022.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.