XML Financial
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XML Financial’s United Airlines UAL Stock Holding History

XML Financial’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 		$914K Hold
6,720
– – 0.07% 193
2026
Q1 		$619K Sell
6,720
-913
-12% -$95.7K 0.05% 239
2025
Q4 		$854K Sell
7,633
-266
-3% -$26.9K 0.07% 194
2025
Q3 		$762K Sell
7,899
-98
-1% -$9.42K 0.06% 202
2025
Q2 		$637K Sell
7,997
-496
-6% -$36.5K 0.06% 218
2025
Q1 		$586K Sell
8,493
-1,177
-12% -$111K 0.05% 211
2024
Q4 		$942K Sell
9,670
-512
-5% -$43.3K 0.09% 178
2024
Q3 		$581K Sell
10,182
-958
-9% -$44.3K 0.05% 216
2024
Q2 		$542K Sell
11,140
-830
-7% -$41.8K 0.05% 216
2024
Q1 		$573K Buy
11,970
+272
+2% +$11.7K 0.06% 210
2023
Q4 		$483K Buy
11,698
+972
+9% +$38.2K 0.05% 218
2023
Q3 		$454K Sell
10,726
-318
-3% -$16.1K 0.05% 211
2023
Q2 		$606K Sell
11,044
-43
-0.4% -$2.03K 0.07% 197
2023
Q1 		$491K Hold
11,087
– – 0.06% 207
2022
Q4 		$418K Sell
11,087
-575
-5% -$23.3K 0.05% 218
2022
Q3 		$379K Sell
11,662
-13
-0.1% -$484 0.05% 222
2022
Q2 		$414K Sell
11,675
-535
-4% -$23.5K 0.09% 151
2022
Q1 		$566K Buy
12,210
+2,440
+25% +$106K 0.07% 194
2021
Q4 		$428K Sell
9,770
-3,706
-28% -$172K 0.05% 219
2021
Q3 		$641K Buy
13,476
+1
+0% +$47 0.09% 177
2021
Q2 		$705K Buy
13,475
+911
+7% +$50.5K 0.16% 115
2021
Q1 		$723K Buy
12,564
+3,029
+32% +$148K 0.18% 105
2020
Q4 		$412K Buy
+9,535
New +$386K 0.11% 141

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 $100B 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

XML Financial's UAL Position: Q2 2026 in Review

XML Financial held its United Airlines (UAL) position steady in Q2 2026 at 6,720 shares worth $914K. The position accounts for 0.07% of the portfolio, ranked #193.

XML Financial first reported a position in UAL in Q4 2020 and has held it in 23 quarters since. The position peaked at $942K in Q4 2024. 1,072 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • XML Financial held 6,720 shares of United Airlines worth $914K as of Q2 2026.
  • XML Financial left its United Airlines share count unchanged in Q2 2026.
  • United Airlines made up 0.07% of XML Financial's portfolio in Q2 2026, its #193 holding.
  • XML Financial first reported a position in United Airlines in Q4 2020 and has held it in 23 quarters since.
  • XML Financial's United Airlines position peaked at $942K in Q4 2024.
  • 1,072 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.