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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors

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

BlackRock New York $5.7T AUM 30.48% 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

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

Geode Capital Management

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

Fidelity Investments

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

Capital World Investors

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return