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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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Addison Advisors's UAL Position: Q1 2026 in Review

Addison Advisors reduced its United Airlines (UAL) stake by 1.4% in Q1 2026, selling an estimated $1.78K and leaving 1,227 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #304.

Addison Advisors first reported a position in UAL in Q4 2021 and has held it in 18 quarters since. The position peaked at $139K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Addison Advisors held 1,227 shares of United Airlines worth $113K as of Q1 2026.
  • Addison Advisors sold 17 United Airlines shares in Q1 2026, an estimated $1.78K.
  • United Airlines made up 0.03% of Addison Advisors's portfolio in Q1 2026, its #304 holding.
  • Addison Advisors first reported a position in United Airlines in Q4 2021 and has held it in 18 quarters since.
  • Addison Advisors's United Airlines position peaked at $139K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.