Atria Investments’s United Airlines UAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.9M Buy
20,583
+1,491
+8% +$156K 0.02% 732
2025
Q4
$2.13M Buy
19,092
+364
+2% +$36.8K 0.02% 698
2025
Q3
$1.81M Sell
18,728
-9,755
-34% -$938K 0.02% 767
2025
Q2
$2.27M Buy
28,483
+3,978
+16% +$293K 0.03% 675
2025
Q1
$1.69M Buy
24,505
+13,201
+117% +$1.25M 0.02% 774
2024
Q4
$1.1M Buy
11,304
+7,196
+175% +$608K 0.01% 923
2024
Q3
$234K Sell
4,108
-381
-8% -$17.6K ﹤0.01% 1744
2024
Q2
$218K Buy
+4,489
New +$226K ﹤0.01% 1770
2020
Q1
Sell
-7,051
Closed -$621K 1151
2019
Q4
$621K Buy
7,051
+308
+5% +$27.6K 0.02% 705
2019
Q3
$596K Sell
6,743
-27
-0.4% -$2.39K 0.02% 543
2019
Q2
$561K Sell
6,770
-2,852
-30% -$241K 0.02% 548
2019
Q1
$768K Buy
9,622
+895
+10% +$75.5K 0.03% 423
2018
Q4
$731K Buy
8,727
+3,799
+77% +$334K 0.03% 388
2018
Q3
$439K Buy
4,928
+422
+9% +$34.8K 0.02% 631
2018
Q2
$314K Sell
4,506
-197
-4% -$13.7K 0.01% 726
2018
Q1
$327K Sell
4,703
-208
-4% -$14.4K 0.02% 647
2017
Q4
$331K Sell
4,911
-1,562
-24% -$97.4K 0.02% 609
2017
Q3
$394K Sell
6,473
-821
-11% -$54.7K 0.02% 512
2017
Q2
$549K Buy
7,294
+3,017
+71% +$228K 0.03% 411
2017
Q1
$302K Buy
4,277
+549
+15% +$39.7K 0.02% 515
2016
Q4
$272K Buy
+3,728
New +$238K 0.02% 503
2016
Q1
Sell
-11,122
Closed -$577K 491
2015
Q4
$577K Buy
+11,122
New +$642K 0.06% 204

Other funds holding UAL

Atria Investments's UAL Position: Q1 2026 in Review

Atria Investments increased its United Airlines (UAL) stake by 7.8% in Q1 2026, buying an estimated $156K and bringing the position to 20,583 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #732.

Atria Investments first reported a position in UAL in Q4 2015 and has held it in 22 quarters since. The position peaked at $2.27M in Q2 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Atria Investments held 20,583 shares of United Airlines worth $1.9M as of Q1 2026.
  • Atria Investments bought 1,491 United Airlines shares in Q1 2026, an estimated $156K.
  • United Airlines made up 0.02% of Atria Investments's portfolio in Q1 2026, its #732 holding.
  • Atria Investments first reported a position in United Airlines in Q4 2015 and has held it in 22 quarters since.
  • Atria Investments's United Airlines position peaked at $2.27M in Q2 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.