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CFC Planning Company’s United Airlines UAL Stock Holding History

CFC Planning Company’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
-5,474
Closed -$378K – 105
2025
Q1 		$378K Buy
+5,474
New +$517K 0.4% 48

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

CFC Planning Company's UAL Position: Q2 2025 in Review

CFC Planning Company sold out of United Airlines (UAL) in Q2 2025, closing a stake of 5,474 shares — an estimated $378K sold.

CFC Planning Company first reported a position in UAL in Q1 2025 and held it in 1 quarter. The position peaked at $378K in Q1 2025. 866 funds tracked by Wall St. Rank hold UAL as of Q2 2025.

  • CFC Planning Company reported no remaining United Airlines position as of Q2 2025 after selling out during the quarter.
  • CFC Planning Company sold 5,474 United Airlines shares in Q2 2025, an estimated $378K.
  • CFC Planning Company first reported a position in United Airlines in Q1 2025 and held it in 1 quarter.
  • CFC Planning Company's United Airlines position peaked at $378K in Q1 2025.
  • 866 funds tracked by Wall St. Rank held United Airlines as of Q2 2025.

Based on CFC Planning Company's 13F filing for Q2 2025, filed 12 Aug 2025.