Global Financial Private Client’s United Airlines UAL Stock Holding History

Global Financial Private Client’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	-69	Closed	-$4.76K	–	1505
2025 Q1	$4.76K	Buy	69 +38	+123%	+$3.59K	﹤0.01%	696
2024 Q4	$3.01K	Buy	31 +19	+158%	+$1.61K	﹤0.01%	686
2024 Q3	$685	Hold	12	–	–	﹤0.01%	769
2024 Q2	$584	Hold	12	–	–	﹤0.01%	647
2024 Q1	$568	Hold	12	–	–	﹤0.01%	668
2023 Q4	$495	Hold	12	–	–	﹤0.01%	662
2023 Q3	$499	Hold	12	–	–	﹤0.01%	646
2023 Q2	$661	Hold	12	–	–	﹤0.01%	634
2023 Q1	$520	Hold	12	–	–	﹤0.01%	652
2022 Q4	$452	Hold	12	–	–	﹤0.01%	647
2022 Q3	$394	Hold	12	–	–	﹤0.01%	624
2022 Q2	$437	Hold	12	–	–	﹤0.01%	618
2022 Q1	$549	Hold	12	–	–	﹤0.01%	624
2021 Q4	$525	Hold	12	–	–	﹤0.01%	616
2021 Q3	$616	Hold	12	–	–	﹤0.01%	564
2021 Q2	$637	Hold	12	–	–	﹤0.01%	567
2021 Q1	$694	Hold	12	–	–	﹤0.01%	534
2020 Q4	$519	Buy	+12	New	+$485	﹤0.01%	532

Other funds holding UAL

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

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Global Financial Private Client's UAL Position: Q2 2025 in Review

Global Financial Private Client sold out of United Airlines (UAL) in Q2 2025, closing a stake of 69 shares — an estimated $4.76K sold.

Global Financial Private Client first reported a position in UAL in Q4 2020 and held it in 18 quarters. The position peaked at $4.76K in Q1 2025. 866 funds tracked by Wall St. Rank hold UAL as of Q2 2025.

Global Financial Private Client reported no remaining United Airlines position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 69 United Airlines shares in Q2 2025, an estimated $4.76K.
Global Financial Private Client first reported a position in United Airlines in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's United Airlines position peaked at $4.76K in Q1 2025.
866 funds tracked by Wall St. Rank held United Airlines as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.