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 Q2	$202K	Buy	+1,487	New	+$154K	﹤0.01%	1178
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wealthspire Advisors (New York)'s UAL Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in United Airlines (UAL) in Q2 2026: 1,487 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1178 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in UAL as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in UAL in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.06M in Q4 2022. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Wealthspire Advisors (New York) held 1,487 shares of United Airlines worth $202K as of Q2 2026.
United Airlines was a new Wealthspire Advisors (New York) position in Q2 2026.
United Airlines made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1178 holding.
Wealthspire Advisors (New York) first reported a position in United Airlines in Q4 2018 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s United Airlines position peaked at $1.06M in Q4 2022.
1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.