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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's UAL Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its United Airlines (UAL) stake by 77% in Q1 2026, selling an estimated $20.3K and leaving 57 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Annis Gardner Whiting Capital Advisors first reported a position in UAL in Q1 2024 and has held it in 9 quarters since. The position peaked at $28.1K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 57 shares of United Airlines worth $5.25K as of Q1 2026.
Annis Gardner Whiting Capital Advisors sold 194 United Airlines shares in Q1 2026, an estimated $20.3K.
United Airlines made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #950 holding.
Annis Gardner Whiting Capital Advisors first reported a position in United Airlines in Q1 2024 and has held it in 9 quarters since.
Annis Gardner Whiting Capital Advisors's United Airlines position peaked at $28.1K in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.