Gradient Investments
UAL icon

Gradient Investments’s United Airlines UAL Stock Holding History

Gradient Investments’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 		$2.95M Sell
26,577
-293
-1% -$34.5K 0.04% 230
2026
Q2 		$3.65M Sell
26,870
-1,065
-4% -$110K 0.05% 214
2026
Q1 		$2.57M Buy
+27,935
New +$2.93M 0.04% 232
2024
Q3 		– Sell
-9
Closed -$438 – 1218
2024
Q2 		$438 Buy
+9
New +$453 ﹤0.01% 1200
2024
Q1 		– Sell
-115
Closed -$4.74K – 1795
2023
Q4 		$4.74K Hold
115
– – ﹤0.01% 1009
2023
Q3 		$4.86K Sell
115
-234
-67% -$11.8K ﹤0.01% 961
2023
Q2 		$19.2K Buy
349
+150
+75% +$7.08K ﹤0.01% 696
2023
Q1 		$8.81K Sell
199
-3,103
-94% -$149K ﹤0.01% 838
2022
Q4 		$124K Sell
3,302
-155
-4% -$6.29K ﹤0.01% 355
2022
Q3 		$112K Buy
3,457
+183
+6% +$6.81K ﹤0.01% 346
2022
Q2 		$116K Buy
3,274
+50
+2% +$2.2K ﹤0.01% 358
2022
Q1 		$149K Sell
3,224
-50
-2% -$2.17K ﹤0.01% 321
2021
Q4 		$143K Hold
3,274
– – ﹤0.01% 317
2021
Q3 		$156K Sell
3,274
-1,000
-23% -$47.1K ﹤0.01% 303
2021
Q2 		$223K Hold
4,274
– – 0.01% 268
2021
Q1 		$246K Buy
4,274
+3,640
+574% +$178K 0.01% 265
2020
Q4 		$22K Hold
634
– – ﹤0.01% 553
2020
Q3 		$22K Hold
634
– – ﹤0.01% 556
2020
Q2 		$22K Hold
634
– – ﹤0.01% 514
2020
Q1 		$20K Buy
634
+496
+359% +$32.8K ﹤0.01% 521
2019
Q4 		$12K Hold
138
– – ﹤0.01% 656
2019
Q3 		$12K Buy
138
+4
+3% +$353 ﹤0.01% 630
2019
Q2 		$12K Hold
134
– – ﹤0.01% 615
2019
Q1 		$11K Hold
134
– – ﹤0.01% 539
2018
Q4 		$11K Hold
134
– – ﹤0.01% 566
2018
Q3 		$12K Hold
134
– – ﹤0.01% 603
2018
Q2 		$9K Buy
+134
New +$9.31K ﹤0.01% 635
2017
Q2 		– Sell
-3
Closed – – 908
2017
Q1 		$0 Hold
3
– – ﹤0.01% 830
2016
Q4 		$0 Buy
+3
New +$191 ﹤0.01% 791

Other funds holding UAL

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Gradient Investments's UAL Position: Q3 2026 in Review

Gradient Investments reduced its United Airlines (UAL) stake by 1.1% in Q3 2026, selling an estimated $34.5K and leaving 26,577 shares worth $2.95M. The position accounts for 0.04% of the portfolio, ranked #230.

Gradient Investments first reported a position in UAL in Q4 2016 and has held it in 29 quarters since. The position peaked at $3.65M in Q2 2026. 791 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Gradient Investments held 26,577 shares of United Airlines worth $2.95M as of Q3 2026.
  • Gradient Investments sold 293 United Airlines shares in Q3 2026, an estimated $34.5K.
  • United Airlines made up 0.04% of Gradient Investments's portfolio in Q3 2026, its #230 holding.
  • Gradient Investments first reported a position in United Airlines in Q4 2016 and has held it in 29 quarters since.
  • Gradient Investments's United Airlines position peaked at $3.65M in Q2 2026.
  • 791 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.