CreativeOne Wealth’s United Airlines UAL Stock Holding History

CreativeOne Wealth’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	-6,710	Closed	-$652K	–	1146
2024 Q4	$652K	Buy	+6,710	New	+$567K	0.02%	614

Other funds holding UAL

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CreativeOne Wealth's UAL Position: Q1 2025 in Review

CreativeOne Wealth sold out of United Airlines (UAL) in Q1 2025, closing a stake of 6,710 shares — an estimated $652K sold.

CreativeOne Wealth first reported a position in UAL in Q4 2024 and held it in 1 quarter. The position peaked at $652K in Q4 2024. 848 funds tracked by Wall St. Rank hold UAL as of Q1 2025.

CreativeOne Wealth reported no remaining United Airlines position as of Q1 2025 after selling out during the quarter.
CreativeOne Wealth sold 6,710 United Airlines shares in Q1 2025, an estimated $652K.
CreativeOne Wealth first reported a position in United Airlines in Q4 2024 and held it in 1 quarter.
CreativeOne Wealth's United Airlines position peaked at $652K in Q4 2024.
848 funds tracked by Wall St. Rank held United Airlines as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.