Annis Gardner Whiting Capital Advisors’s United Airlines UAL Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-57	Closed	-$5.25K	–	1188
2026 Q1	$5.25K	Sell	57 -194	-77%	-$20.3K	﹤0.01%	950
2025 Q4	$28.1K	Buy	251 +65	+35%	+$6.57K	0.01%	606
2025 Q3	$17.9K	Buy	186 +36	+24%	+$3.46K	﹤0.01%	621
2025 Q2	$11.9K	Buy	150 +2	+1%	+$147	﹤0.01%	675
2025 Q1	$10.2K	Buy	148 +8	+6%	+$755	﹤0.01%	539
2024 Q4	$13.6K	Hold	140	–	–	﹤0.01%	494
2024 Q3	$7.99K	Sell	140 -338	-71%	-$15.6K	﹤0.01%	578
2024 Q2	$23.3K	Hold	478	–	–	0.01%	536
2024 Q1	$22.9K	Buy	+478	New	+$20.5K	0.01%	527

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's UAL Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of United Airlines (UAL) in Q2 2026, closing a stake of 57 shares — an estimated $5.25K sold.

Annis Gardner Whiting Capital Advisors first reported a position in UAL in Q1 2024 and held it in 9 quarters. The position peaked at $28.1K in Q4 2025. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining United Airlines position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 57 United Airlines shares in Q2 2026, an estimated $5.25K.
Annis Gardner Whiting Capital Advisors first reported a position in United Airlines in Q1 2024 and held it in 9 quarters.
Annis Gardner Whiting Capital Advisors's United Airlines position peaked at $28.1K in Q4 2025.
1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.