AGF Management’s United Airlines UAL Stock Holding History

AGF Management’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 Q3	$203K	Buy	+1,827	New	+$215K	﹤0.01%	682
2026 Q1	–	Sell	-9,417	Closed	-$1.05M	–	676
2025 Q4	$1.05M	Buy	9,417 +2,885	+44%	+$292K	﹤0.01%	550
2025 Q3	$630K	Buy	6,532 +268	+4%	+$25.8K	﹤0.01%	593
2025 Q2	$499K	Sell	6,264 -27,330	-81%	-$2.01M	﹤0.01%	591
2025 Q1	$2.32M	Buy	33,594 +6,468	+24%	+$611K	0.01%	442
2024 Q4	$2.63M	Buy	+27,126	New	+$2.29M	0.01%	363
2024 Q2	–	Sell	-6,174	Closed	-$296K	–	759
2024 Q1	$296K	Sell	6,174 -4,786	-44%	-$205K	﹤0.01%	676
2023 Q4	$452K	Buy	+10,960	New	+$431K	﹤0.01%	644

Other funds holding UAL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AGF Management's UAL Position: Q3 2026 in Review

AGF Management opened a new position in United Airlines (UAL) in Q3 2026: 1,827 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: AGF Management previously reported a position in UAL as recently as Q4 2025.

AGF Management first reported a position in UAL in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.63M in Q4 2024. 580 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

AGF Management held 1,827 shares of United Airlines worth $203K as of Q3 2026.
United Airlines was a new AGF Management position in Q3 2026.
United Airlines made up ﹤0.01% of AGF Management's portfolio in Q3 2026, its #682 holding.
AGF Management first reported a position in United Airlines in Q4 2023 and has held it in 8 quarters since.
AGF Management's United Airlines position peaked at $2.63M in Q4 2024.
580 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on AGF Management's 13F filing for Q3 2026, filed 3 Nov 2026.