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Avantax Advisory Services’s United Airlines UAL Stock Holding History

Avantax Advisory Services’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 		$989K Buy
12,418
+1,735
+16% +$128K 0.01% 1182
2025
Q1 		$738K Buy
10,683
+163
+2% +$15.4K ﹤0.01% 1260
2024
Q4 		$1.02M Buy
10,520
+1,589
+18% +$134K 0.01% 1029
2024
Q3 		$510K Sell
8,931
-5,860
-40% -$271K ﹤0.01% 1397
2024
Q2 		$720K Buy
14,791
+6,439
+77% +$324K 0.01% 1148
2024
Q1 		$400K Sell
8,352
-2,860
-26% -$123K ﹤0.01% 1155
2023
Q4 		$463K Buy
11,212
+1,183
+12% +$46.5K ﹤0.01% 1034
2023
Q3 		$424K Sell
10,029
-327
-3% -$16.5K ﹤0.01% 1020
2023
Q2 		$568K Sell
10,356
-20
-0.2% -$944 0.01% 893
2023
Q1 		$459K Sell
10,376
-1,180
-10% -$56.5K 0.01% 957
2022
Q4 		$436K Buy
11,556
+1
+0% +$41 0.01% 927
2022
Q3 		$376K Sell
11,555
-8,338
-42% -$310K 0.01% 905
2022
Q2 		$705K Sell
19,893
-647
-3% -$28.4K 0.01% 649
2022
Q1 		$950K Buy
20,540
+1,381
+7% +$59.9K 0.01% 551
2021
Q4 		$839K Sell
19,159
-560
-3% -$26K 0.01% 575
2021
Q3 		$939K Buy
19,719
+344
+2% +$16.2K 0.02% 507
2021
Q2 		$1.01M Buy
19,375
+329
+2% +$18.2K 0.02% 469
2021
Q1 		$1.1M Buy
19,046
+1,150
+6% +$56.2K 0.02% 405
2020
Q4 		$776K Sell
17,896
-41,874
-70% -$1.69M 0.02% 429
2020
Q3 		$2.08M Buy
59,770
+43,184
+260% +$1.49M 0.03% 359
2020
Q2 		$572K Buy
+16,586
New +$497K 0.02% 450

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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

Avantax Advisory Services's UAL Position: Q2 2025 in Review

Avantax Advisory Services increased its United Airlines (UAL) stake by 16% in Q2 2025, buying an estimated $128K and bringing the position to 12,418 shares worth $989K. The position accounts for 0.01% of the portfolio, ranked #1182.

Avantax Advisory Services first reported a position in UAL in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.08M in Q3 2020. 866 funds tracked by Wall St. Rank hold UAL as of Q2 2025.

  • Avantax Advisory Services held 12,418 shares of United Airlines worth $989K as of Q2 2025.
  • Avantax Advisory Services bought 1,735 United Airlines shares in Q2 2025, an estimated $128K.
  • United Airlines made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1182 holding.
  • Avantax Advisory Services first reported a position in United Airlines in Q2 2020 and has held it in 21 quarters since.
  • Avantax Advisory Services's United Airlines position peaked at $2.08M in Q3 2020.
  • 866 funds tracked by Wall St. Rank held United Airlines as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.