Carolinas Wealth Consulting’s United Airlines UAL Stock Holding History

Carolinas Wealth Consulting’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	-89	Closed	-$6.14K	–	875
2025 Q1	$6.14K	Hold	89	–	–	﹤0.01%	578
2024 Q4	$8.64K	Sell	89 -165	-65%	-$13.9K	﹤0.01%	565
2024 Q3	$14.5K	Buy	254 +10	+4%	+$463	﹤0.01%	516
2024 Q2	$11.9K	Buy	244 +228	+1,425%	+$11.5K	﹤0.01%	537
2024 Q1	$766	Hold	16	–	–	﹤0.01%	935
2023 Q4	$660	Hold	16	–	–	﹤0.01%	882
2023 Q3	$560	Hold	16	–	–	﹤0.01%	917
2023 Q2	$878	Hold	16	–	–	﹤0.01%	927
2023 Q1	$708	Hold	16	–	–	﹤0.01%	944
2022 Q4	$603	Hold	16	–	–	﹤0.01%	980
2022 Q3	$1K	Buy	16 +6	+60%	+$223	﹤0.01%	861
2022 Q2	$0	Hold	10	–	–	﹤0.01%	950
2022 Q1	$0	Buy	+10	New	+$434	﹤0.01%	1009

Other funds holding UAL

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Carolinas Wealth Consulting's UAL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of United Airlines (UAL) in Q2 2025, closing a stake of 89 shares — an estimated $6.14K sold.

Carolinas Wealth Consulting first reported a position in UAL in Q1 2022 and held it in 13 quarters. The position peaked at $14.5K in Q3 2024. 866 funds tracked by Wall St. Rank hold UAL as of Q2 2025.

Carolinas Wealth Consulting reported no remaining United Airlines position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 89 United Airlines shares in Q2 2025, an estimated $6.14K.
Carolinas Wealth Consulting first reported a position in United Airlines in Q1 2022 and held it in 13 quarters.
Carolinas Wealth Consulting's United Airlines position peaked at $14.5K in Q3 2024.
866 funds tracked by Wall St. Rank held United Airlines as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.