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Financial Gravity Companies’s United Airlines UAL Stock Holding History

Financial Gravity Companies’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 		$21.1K Buy
+265
New +$19.5K ﹤0.01% 445
2024
Q4 		$25.7K Buy
+265
New +$22.4K 0.01% 399
2018
Q4 		$26K Buy
+301
New +$26.4K 0.02% 450
2018
Q1 		– Sell
-287
Closed -$19K – 1653
2017
Q4 		$19K Buy
+287
New +$17.9K 0.02% 490

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

Financial Gravity Companies's UAL Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in United Airlines (UAL) in Q2 2025: 265 shares worth $21.1K. The stake represents ﹤0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UAL as recently as Q4 2024.

Financial Gravity Companies first reported a position in UAL in Q4 2017 and has held it in 4 quarters since. The position peaked at $26K in Q4 2018. 866 funds tracked by Wall St. Rank hold UAL as of Q2 2025.

  • Financial Gravity Companies held 265 shares of United Airlines worth $21.1K as of Q2 2025.
  • United Airlines was a new Financial Gravity Companies position in Q2 2025.
  • United Airlines made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #445 holding.
  • Financial Gravity Companies first reported a position in United Airlines in Q4 2017 and has held it in 4 quarters since.
  • Financial Gravity Companies's United Airlines position peaked at $26K in Q4 2018.
  • 866 funds tracked by Wall St. Rank held United Airlines as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.