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Carolina Wealth Advisors’s United Airlines UAL Stock Holding History

Carolina Wealth Advisors’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
Q3 		– Sell
-222
Closed -$17.7K – 295
2025
Q2 		$17.7K Sell
222
-4,371
-95% -$322K 0.01% 127
2025
Q1 		$317K Sell
4,593
-6,765
-60% -$639K 0.17% 53
2024
Q4 		$1.1M Buy
11,358
+199
+2% +$16.8K 0.59% 23
2024
Q3 		$637K Sell
11,159
-1,026
-8% -$47.5K 0.32% 43
2024
Q2 		$593K Buy
12,185
+1,327
+12% +$66.8K 0.29% 47
2024
Q1 		$520K Sell
10,858
-23
-0.2% -$986 0.28% 50
2023
Q4 		$449K Sell
10,881
-186
-2% -$7.31K 0.23% 61
2023
Q3 		$468K Buy
+11,067
New +$560K 0.26% 61

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Carolina Wealth Advisors's UAL Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of United Airlines (UAL) in Q3 2025, closing a stake of 222 shares — an estimated $17.7K sold.

Carolina Wealth Advisors first reported a position in UAL in Q3 2023 and held it in 8 quarters. The position peaked at $1.1M in Q4 2024. 914 funds tracked by Wall St. Rank hold UAL as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining United Airlines position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 222 United Airlines shares in Q3 2025, an estimated $17.7K.
  • Carolina Wealth Advisors first reported a position in United Airlines in Q3 2023 and held it in 8 quarters.
  • Carolina Wealth Advisors's United Airlines position peaked at $1.1M in Q4 2024.
  • 914 funds tracked by Wall St. Rank held United Airlines as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.