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Whipplewood Advisors’s United Airlines UAL Stock Holding History

Whipplewood Advisors’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 		$4.22K Sell
31
-72
-70% -$7.46K ﹤0.01% 334
2026
Q1 		$9.48K Buy
+103
New +$10.8K ﹤0.01% 501
2025
Q3 		– Sell
-212
Closed -$16.9K – 1105
2025
Q2 		$16.9K Sell
212
-46
-18% -$3.39K 0.01% 493
2025
Q1 		$20.9K Sell
258
-69
-21% -$6.52K 0.01% 446
2024
Q4 		$31.8K Buy
+327
New +$27.6K 0.02% 381

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

Whipplewood Advisors's UAL Position: Q2 2026 in Review

Whipplewood Advisors reduced its United Airlines (UAL) stake by 70% in Q2 2026, selling an estimated $7.46K and leaving 31 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Whipplewood Advisors first reported a position in UAL in Q4 2024 and has held it in 5 quarters since. The position peaked at $31.8K in Q4 2024. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Whipplewood Advisors held 31 shares of United Airlines worth $4.22K as of Q2 2026.
  • Whipplewood Advisors sold 72 United Airlines shares in Q2 2026, an estimated $7.46K.
  • United Airlines made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #334 holding.
  • Whipplewood Advisors first reported a position in United Airlines in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's United Airlines position peaked at $31.8K in Q4 2024.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.