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Balboa Wealth Partners’s United Airlines UAL Stock Holding History

Balboa Wealth Partners’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
Q1 		– Sell
-3,120
Closed -$303K – 371
2024
Q4 		$303K Buy
+3,120
New +$264K 0.07% 208

Other funds holding UAL

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Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Balboa Wealth Partners's UAL Position: Q1 2025 in Review

Balboa Wealth Partners sold out of United Airlines (UAL) in Q1 2025, closing a stake of 3,120 shares — an estimated $303K sold.

Balboa Wealth Partners first reported a position in UAL in Q4 2024 and held it in 1 quarter. The position peaked at $303K in Q4 2024. 848 funds tracked by Wall St. Rank hold UAL as of Q1 2025.

  • Balboa Wealth Partners reported no remaining United Airlines position as of Q1 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 3,120 United Airlines shares in Q1 2025, an estimated $303K.
  • Balboa Wealth Partners first reported a position in United Airlines in Q4 2024 and held it in 1 quarter.
  • Balboa Wealth Partners's United Airlines position peaked at $303K in Q4 2024.
  • 848 funds tracked by Wall St. Rank held United Airlines as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.