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Whalen Wealth Management’s United Airlines UAL Stock Holding History

Whalen Wealth 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
Q1 		$701K Buy
7,619
+4,708
+162% +$493K 0.38% 73
2025
Q4 		$326K Buy
+2,911
New +$294K 0.17% 156

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

Whalen Wealth Management's UAL Position: Q1 2026 in Review

Whalen Wealth Management increased its United Airlines (UAL) stake by 162% in Q1 2026, buying an estimated $493K and bringing the position to 7,619 shares worth $701K. The position accounts for 0.38% of the portfolio, ranked #73.

Whalen Wealth Management first reported a position in UAL in Q4 2025 and has held it in 2 quarters since. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Whalen Wealth Management held 7,619 shares of United Airlines worth $701K as of Q1 2026.
  • Whalen Wealth Management bought 4,708 United Airlines shares in Q1 2026, an estimated $493K.
  • United Airlines made up 0.38% of Whalen Wealth Management's portfolio in Q1 2026, its #73 holding.
  • Whalen Wealth Management first reported a position in United Airlines in Q4 2025 and has held it in 2 quarters since.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.