180 Wealth Advisors’s United Airlines UAL Stock Holding History

180 Wealth 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
2025 Q3	–	Sell	-9,808	Closed	-$781K	–	466
2025 Q2	$781K	Sell	9,808 -2,119	-18%	-$156K	0.11%	177
2025 Q1	$824K	Sell	11,927 -3,389	-22%	-$320K	0.13%	157
2024 Q4	$1.49M	Sell	15,316 -179	-1%	-$15.1K	0.23%	98
2024 Q3	$884K	Buy	15,495 +840	+6%	+$38.9K	0.14%	154
2024 Q2	$669K	Buy	14,655 +808	+6%	+$40.7K	0.11%	173
2024 Q1	$663K	Buy	13,847 +304	+2%	+$13K	0.12%	168
2023 Q4	$551K	Sell	13,543 -150	-1%	-$5.9K	0.11%	185
2023 Q3	$579K	Sell	13,693 -654	-5%	-$33.1K	0.13%	165
2023 Q2	$790K	Buy	+14,347	New	+$677K	0.17%	129
2018 Q3	–	Sell	-10,435	Closed	-$728K	–	268
2018 Q2	$728K	Buy	+10,435	New	+$725K	0.36%	89
2018 Q1	–	Sell	-5,418	Closed	-$365K	–	249
2017 Q4	$365K	Buy	+5,418	New	+$338K	0.19%	144

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return