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Addison Advisors’s United Airlines UAL Stock Holding History

Addison 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
2026
Q2 		$14.3K Sell
105
-1,122
-91% -$116K 0.01% 376
2026
Q1 		$113K Sell
1,227
-17
-1% -$1.78K 0.03% 304
2025
Q4 		$139K Sell
1,244
-14
-1% -$1.42K 0.03% 271
2025
Q3 		$121K Hold
1,258
– – 0.03% 289
2025
Q2 		$100K Buy
1,258
+11
+0.9% +$810 0.03% 310
2025
Q1 		$86.1K Buy
1,247
+23
+2% +$2.17K 0.02% 319
2024
Q4 		$119K Buy
1,224
+37
+3% +$3.13K 0.03% 273
2024
Q3 		$67.7K Buy
1,187
+25
+2% +$1.16K 0.02% 353
2024
Q2 		$56.5K Hold
1,162
– – 0.02% 357
2024
Q1 		$55.6K Buy
1,162
+167
+17% +$7.16K 0.02% 351
2023
Q4 		$41.1K Sell
995
-102
-9% -$4.01K 0.02% 381
2023
Q3 		$46.4K Sell
1,097
-10
-0.9% -$506 0.02% 331
2023
Q2 		$60.7K Buy
1,107
+63
+6% +$2.98K 0.03% 301
2023
Q1 		$46.2K Buy
1,044
+146
+16% +$7K 0.03% 304
2022
Q4 		$33.9K Buy
898
+709
+375% +$28.8K 0.02% 322
2022
Q3 		$6K Buy
189
+30
+19% +$1.12K ﹤0.01% 489
2022
Q2 		$6K Sell
159
-424
-73% -$18.6K ﹤0.01% 487
2022
Q1 		$27K Buy
583
+440
+308% +$19.1K 0.01% 367
2021
Q4 		$6K Buy
+143
New +$6.63K ﹤0.01% 458

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 $99.8B 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

Addison Advisors's UAL Position: Q2 2026 in Review

Addison Advisors reduced its United Airlines (UAL) stake by 91% in Q2 2026, selling an estimated $116K and leaving 105 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #376.

Addison Advisors first reported a position in UAL in Q4 2021 and has held it in 19 quarters since. The position peaked at $139K in Q4 2025. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Addison Advisors held 105 shares of United Airlines worth $14.3K as of Q2 2026.
  • Addison Advisors sold 1,122 United Airlines shares in Q2 2026, an estimated $116K.
  • United Airlines made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #376 holding.
  • Addison Advisors first reported a position in United Airlines in Q4 2021 and has held it in 19 quarters since.
  • Addison Advisors's United Airlines position peaked at $139K in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.