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Capital A Wealth Management’s United Airlines UAL Stock Holding History

Capital A Wealth Management’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 		$4.99K Sell
121
-200
-62% -$14.7K 0.06% 239
2025
Q1 		$22.2K Hold
321
– – 0.02% 219
2024
Q4 		$31.2K Buy
+321
New +$27.1K 0.05% 194

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Capital A Wealth Management's UAL Position: Q2 2025 in Review

Capital A Wealth Management reduced its United Airlines (UAL) stake by 62% in Q2 2025, selling an estimated $14.7K and leaving 121 shares worth $4.99K. The position accounts for 0.06% of the portfolio, ranked #239.

Capital A Wealth Management first reported a position in UAL in Q4 2024 and has held it in 3 quarters since. The position peaked at $31.2K in Q4 2024. 866 funds tracked by Wall St. Rank hold UAL as of Q2 2025.

  • Capital A Wealth Management held 121 shares of United Airlines worth $4.99K as of Q2 2025.
  • Capital A Wealth Management sold 200 United Airlines shares in Q2 2025, an estimated $14.7K.
  • United Airlines made up 0.06% of Capital A Wealth Management's portfolio in Q2 2025, its #239 holding.
  • Capital A Wealth Management first reported a position in United Airlines in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's United Airlines position peaked at $31.2K in Q4 2024.
  • 866 funds tracked by Wall St. Rank held United Airlines as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.