GoalVest Advisory’s United Airlines UAL Stock Holding History

GoalVest Advisory’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
2026 Q3	$80.6K	Buy	726 +34	+5%	+$4.01K	0.01%	185
2026 Q2	$94.1K	Hold	692	–	–	0.02%	164
2026 Q1	$63.7K	Hold	692	–	–	0.01%	203
2025 Q4	$77.4K	Hold	692	–	–	0.01%	199
2025 Q3	$66.8K	Hold	692	–	–	0.01%	195
2025 Q2	$55.1K	Sell	692 -3	-0.4%	-$221	0.01%	198
2025 Q1	$48K	Buy	695 +3	+0.4%	+$283	0.01%	188
2024 Q4	$67.2K	Hold	692	–	–	0.02%	169
2024 Q3	$39.5K	Hold	692	–	–	0.01%	210
2024 Q2	$33.7K	Hold	692	–	–	0.01%	197
2024 Q1	$33.1K	Buy	+692	New	+$29.7K	0.01%	222
2022 Q2	–	Sell	-14	Closed	-$1K	–	528
2022 Q1	$1K	Buy	+14	New	+$607	﹤0.01%	368
2021 Q2	$12K	Hold	221	–	–	0.01%	196
2021 Q1	$13K	Buy	+221	New	+$10.8K	0.01%	157

Other funds holding UAL

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

GoalVest Advisory's UAL Position: Q3 2026 in Review

GoalVest Advisory increased its United Airlines (UAL) stake by 4.9% in Q3 2026, buying an estimated $4.01K and bringing the position to 726 shares worth $80.6K. The position accounts for 0.01% of the portfolio, ranked #185.

GoalVest Advisory first reported a position in UAL in Q1 2021 and has held it in 14 quarters since. The position peaked at $94.1K in Q2 2026. 767 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

GoalVest Advisory held 726 shares of United Airlines worth $80.6K as of Q3 2026.
GoalVest Advisory bought 34 United Airlines shares in Q3 2026, an estimated $4.01K.
United Airlines made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #185 holding.
GoalVest Advisory first reported a position in United Airlines in Q1 2021 and has held it in 14 quarters since.
GoalVest Advisory's United Airlines position peaked at $94.1K in Q2 2026.
767 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.