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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

180 Wealth Advisors's UAL Position: Q3 2025 in Review

180 Wealth Advisors sold out of United Airlines (UAL) in Q3 2025, closing a stake of 9,808 shares — an estimated $781K sold.

180 Wealth Advisors first reported a position in UAL in Q4 2017 and held it in 11 quarters. The position peaked at $1.49M in Q4 2024. 914 funds tracked by Wall St. Rank hold UAL as of Q3 2025.

180 Wealth Advisors reported no remaining United Airlines position as of Q3 2025 after selling out during the quarter.
180 Wealth Advisors sold 9,808 United Airlines shares in Q3 2025, an estimated $781K.
180 Wealth Advisors first reported a position in United Airlines in Q4 2017 and held it in 11 quarters.
180 Wealth Advisors's United Airlines position peaked at $1.49M in Q4 2024.
914 funds tracked by Wall St. Rank held United Airlines as of Q3 2025.

Based on 180 Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.