Alpha Cubed Investments’s United Airlines UAL Stock Holding History

Alpha Cubed Investments’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 Q4	$224K	Buy	+2,002	New	+$202K	0.01%	263
2024 Q2	–	Sell	-4,539	Closed	-$217K	–	312
2024 Q1	$217K	Buy	+4,539	New	+$195K	0.01%	255
2023 Q3	–	Sell	-4,510	Closed	-$247K	–	286
2023 Q2	$247K	Buy	+4,510	New	+$213K	0.02%	218
2022 Q2	–	Sell	-7,310	Closed	-$339K	–	349
2022 Q1	$339K	Buy	+7,310	New	+$317K	0.02%	241
2015 Q3	–	Sell	-8,084	Closed	-$429K	–	205
2015 Q2	$429K	Buy	8,084 +1,681	+26%	+$97.3K	0.12%	125
2015 Q1	$431K	Buy	+6,403	New	+$434K	0.13%	121
2014 Q4	–	Sell	-37,010	Closed	-$1.73M	–	155
2014 Q3	$1.73M	Buy	37,010 +4,773	+15%	+$222K	0.82%	43
2014 Q2	$1.32M	Buy	32,237 +1,517	+5%	+$65.4K	0.59%	61
2014 Q1	$1.37M	Buy	+30,720	New	+$1.38M	0.71%	49

Other funds holding UAL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Alpha Cubed Investments's UAL Position: Q4 2025 in Review

Alpha Cubed Investments opened a new position in United Airlines (UAL) in Q4 2025: 2,002 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #263 among its holdings. This is a return to the name: Alpha Cubed Investments previously reported a position in UAL as recently as Q1 2024.

Alpha Cubed Investments first reported a position in UAL in Q1 2014 and has held it in 9 quarters since. The position peaked at $1.73M in Q3 2014. 1,020 funds tracked by Wall St. Rank hold UAL as of Q4 2025.

Alpha Cubed Investments held 2,002 shares of United Airlines worth $224K as of Q4 2025.
United Airlines was a new Alpha Cubed Investments position in Q4 2025.
United Airlines made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #263 holding.
Alpha Cubed Investments first reported a position in United Airlines in Q1 2014 and has held it in 9 quarters since.
Alpha Cubed Investments's United Airlines position peaked at $1.73M in Q3 2014.
1,020 funds tracked by Wall St. Rank held United Airlines as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.