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Forge First Asset Management’s United Airlines UAL Stock Holding History

Forge First Asset Management’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 		$4.57M Sell
47,400
-10,600
-18% -$1.02M 2.1% 20
2025
Q2 		$4.62M Buy
+58,000
New +$4.27M 1.67% 22

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

Forge First Asset Management's UAL Position: Q3 2025 in Review

Forge First Asset Management reduced its United Airlines (UAL) stake by 18% in Q3 2025, selling an estimated $1.02M and leaving 47,400 shares worth $4.57M. The position accounts for 2.1% of the portfolio, ranked #20.

Forge First Asset Management first reported a position in UAL in Q2 2025 and has held it in 2 quarters since. The position peaked at $4.62M in Q2 2025. 913 funds tracked by Wall St. Rank hold UAL as of Q3 2025.

  • Forge First Asset Management held 47,400 shares of United Airlines worth $4.57M as of Q3 2025.
  • Forge First Asset Management sold 10,600 United Airlines shares in Q3 2025, an estimated $1.02M.
  • United Airlines made up 2.1% of Forge First Asset Management's portfolio in Q3 2025, its #20 holding.
  • Forge First Asset Management first reported a position in United Airlines in Q2 2025 and has held it in 2 quarters since.
  • Forge First Asset Management's United Airlines position peaked at $4.62M in Q2 2025.
  • 913 funds tracked by Wall St. Rank held United Airlines as of Q3 2025.

Based on Forge First Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.