Wiser Advisor Group’s United Airlines UAL Stock Holding History

Wiser Advisor Group’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	$39.4K	Hold	428	–	–	0.05%	100
2025 Q4	$47.9K	Hold	428	–	–	0.05%	97
2025 Q3	$41.3K	Buy	+428	New	+$41.2K	0.05%	102
2025 Q2	–	Sell	-428	Closed	-$29.6K	–	237
2025 Q1	$29.6K	Hold	428	–	–	0.04%	123
2024 Q4	$41.6K	Hold	428	–	–	0.06%	104
2024 Q3	$24.4K	Sell	428 -10	-2%	-$463	0.04%	138
2024 Q2	$21.3K	Buy	438 +164	+60%	+$8.25K	0.03%	144
2024 Q1	$13.1K	Sell	274 -30	-10%	-$1.29K	0.02%	170
2023 Q4	$12.5K	Buy	+304	New	+$12K	0.02%	172

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

Wiser Advisor Group's UAL Position: Q1 2026 in Review

Wiser Advisor Group held its United Airlines (UAL) position steady in Q1 2026 at 428 shares worth $39.4K. The position accounts for 0.05% of the portfolio, ranked #100.

Wiser Advisor Group first reported a position in UAL in Q4 2023 and has held it in 9 quarters since. The position peaked at $47.9K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Wiser Advisor Group held 428 shares of United Airlines worth $39.4K as of Q1 2026.
Wiser Advisor Group left its United Airlines share count unchanged in Q1 2026.
United Airlines made up 0.05% of Wiser Advisor Group's portfolio in Q1 2026, its #100 holding.
Wiser Advisor Group first reported a position in United Airlines in Q4 2023 and has held it in 9 quarters since.
Wiser Advisor Group's United Airlines position peaked at $47.9K in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.