Williams Jones Wealth Management’s United Airlines UAL Stock Holding History

Williams Jones 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 Q2	$415K	Hold	3,050	–	–	﹤0.01%	402
2026 Q1	$281K	Hold	3,050	–	–	﹤0.01%	429
2025 Q4	$341K	Sell	3,050 -300	-9%	-$30.3K	﹤0.01%	402
2025 Q3	$323K	Sell	3,350 -262	-7%	-$25.2K	﹤0.01%	404
2025 Q2	$288K	Buy	3,612 +261	+8%	+$19.2K	﹤0.01%	423
2025 Q1	$231K	Hold	3,351	–	–	﹤0.01%	441
2024 Q4	$325K	Buy	+3,351	New	+$283K	﹤0.01%	403

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 $3.37T AUM 44.26% 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

Williams Jones Wealth Management's UAL Position: Q2 2026 in Review

Williams Jones Wealth Management held its United Airlines (UAL) position steady in Q2 2026 at 3,050 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Williams Jones Wealth Management first reported a position in UAL in Q4 2024 and has held it in 7 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Williams Jones Wealth Management held 3,050 shares of United Airlines worth $415K as of Q2 2026.
Williams Jones Wealth Management left its United Airlines share count unchanged in Q2 2026.
United Airlines made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #402 holding.
Williams Jones Wealth Management first reported a position in United Airlines in Q4 2024 and has held it in 7 quarters since.
1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.