Ameritas Advisory Services’s United Airlines UAL Stock Holding History

Ameritas Advisory Services’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	$435K	Sell	3,197 -10,837	-77%	-$1.12M	0.01%	837
2026 Q1	$1.29M	Sell	14,034 -323	-2%	-$33.8K	0.05%	314
2025 Q4	$1.61M	Buy	14,357 +12,960	+928%	+$1.31M	0.06%	269
2025 Q3	$135K	Sell	1,397 -5,224	-79%	-$502K	0.01%	739
2025 Q2	$527K	Buy	+6,621	New	+$488K	0.03%	493
2025 Q1	–	Sell	-2,337	Closed	-$227K	–	907
2024 Q4	$227K	Buy	+2,337	New	+$198K	0.01%	804
2024 Q1	–	Sell	-6,043	Closed	-$253K	–	915
2023 Q4	$253K	Buy	+6,043	New	+$238K	0.01%	597
2023 Q2	–	Sell	-6,815	Closed	-$300K	–	2381
2023 Q1	$300K	Sell	6,815 -1,537	-18%	-$73.6K	0.02%	643
2022 Q4	$315K	Buy	8,352 +750	+10%	+$30.4K	0.01%	701
2022 Q3	$247K	Buy	7,602 +40	+0.5%	+$1.49K	0.01%	644
2022 Q2	$268K	Buy	7,562 +530	+8%	+$23.3K	0.02%	656
2022 Q1	$326K	Sell	7,032 -158	-2%	-$6.85K	0.01%	638
2021 Q4	$315K	Buy	+7,190	New	+$333K	0.01%	631

Other funds holding UAL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Ameritas Advisory Services's UAL Position: Q2 2026 in Review

Ameritas Advisory Services reduced its United Airlines (UAL) stake by 77% in Q2 2026, selling an estimated $1.12M and leaving 3,197 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #837.

Ameritas Advisory Services first reported a position in UAL in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.61M in Q4 2025. 1,068 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Ameritas Advisory Services held 3,197 shares of United Airlines worth $435K as of Q2 2026.
Ameritas Advisory Services sold 10,837 United Airlines shares in Q2 2026, an estimated $1.12M.
United Airlines made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #837 holding.
Ameritas Advisory Services first reported a position in United Airlines in Q4 2021 and has held it in 13 quarters since.
Ameritas Advisory Services's United Airlines position peaked at $1.61M in Q4 2025.
1,068 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.