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Atria Wealth Solutions’s United Airlines UAL Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-5,872
Closed -$405K – 1902
2025
Q1 		$405K Sell
5,872
-1,123
-16% -$106K ﹤0.01% 1306
2024
Q4 		$679K Sell
6,995
-2,677
-28% -$226K 0.01% 1096
2024
Q3 		$552K Sell
9,672
-824
-8% -$38.1K 0.01% 1203
2024
Q2 		$511K Sell
10,496
-1,873
-15% -$94.3K 0.01% 1225
2024
Q1 		$592K Sell
12,369
-75
-0.6% -$3.21K 0.01% 1185
2023
Q4 		$513K Sell
12,444
-12,667
-50% -$498K 0.01% 1192
2023
Q3 		$1.06M Sell
25,111
-268
-1% -$13.6K 0.01% 782
2023
Q2 		$1.39M Sell
25,379
-680
-3% -$32.1K 0.02% 712
2023
Q1 		$1.15M Sell
26,059
-2,367
-8% -$113K 0.02% 736
2022
Q4 		$1.07M Buy
28,426
+7,315
+35% +$297K 0.02% 715
2022
Q3 		$687K Buy
21,111
+15,080
+250% +$561K 0.01% 866
2022
Q2 		$214K Sell
6,031
-9,709
-62% -$426K ﹤0.01% 1416
2022
Q1 		$730K Buy
+15,740
New +$682K 0.01% 870

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's UAL Position: Q2 2025 in Review

Atria Wealth Solutions sold out of United Airlines (UAL) in Q2 2025, closing a stake of 5,872 shares — an estimated $405K sold.

Atria Wealth Solutions first reported a position in UAL in Q1 2022 and held it in 13 quarters. The position peaked at $1.39M in Q2 2023. 866 funds tracked by Wall St. Rank hold UAL as of Q2 2025.

  • Atria Wealth Solutions reported no remaining United Airlines position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,872 United Airlines shares in Q2 2025, an estimated $405K.
  • Atria Wealth Solutions first reported a position in United Airlines in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's United Airlines position peaked at $1.39M in Q2 2023.
  • 866 funds tracked by Wall St. Rank held United Airlines as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.