ACA
UAL icon

Aptus Capital Advisors’s United Airlines UAL Stock Holding History

Aptus 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 		$357K Sell
3,881
-662
-15% -$69.4K ﹤0.01% 815
2025
Q4 		$508K Buy
4,543
+776
+21% +$78.4K ﹤0.01% 723
2025
Q3 		$364K Buy
3,767
+215
+6% +$20.7K ﹤0.01% 793
2025
Q2 		$283K Buy
+3,552
New +$262K ﹤0.01% 839
2025
Q1 		– Sell
-2,271
Closed -$221K – 1503
2024
Q4 		$221K Buy
+2,271
New +$192K ﹤0.01% 866
2022
Q2 		– Sell
-42,127
Closed -$1.95M – 740
2022
Q1 		$1.95M Sell
42,127
-25,508
-38% -$1.11M 0.06% 212
2021
Q4 		$2.96M Buy
67,635
+23,672
+54% +$1.1M 0.1% 141
2021
Q3 		$2.09M Buy
43,963
+799
+2% +$37.6K 0.08% 161
2021
Q2 		$2.26M Buy
43,164
+10,359
+32% +$575K 0.1% 131
2021
Q1 		$1.89M Buy
+32,805
New +$1.6M 0.1% 132

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return