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Great Valley Advisor Group’s United Airlines UAL Stock Holding History

Great Valley Advisor Group’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
Q2 		$258K Buy
+1,902
New +$197K ﹤0.01% 894
2026
Q1 		– Sell
-1,859
Closed -$208K – 1043
2025
Q4 		$208K Buy
+1,859
New +$188K ﹤0.01% 893
2025
Q3 		– Sell
-4,253
Closed -$339K – 956
2025
Q2 		$339K Sell
4,253
-2,069
-33% -$152K 0.01% 715
2025
Q1 		$437K Buy
6,322
+4,185
+196% +$395K 0.01% 624
2024
Q4 		$208K Buy
+2,137
New +$181K ﹤0.01% 810
2023
Q1 		– Sell
-5,776
Closed -$217K – 759
2022
Q4 		$217K Sell
5,776
-2,945
-34% -$120K 0.01% 631
2022
Q3 		$283K Sell
8,721
-2,361
-21% -$87.8K 0.02% 544
2022
Q2 		$393K Buy
11,082
+861
+8% +$37.8K 0.02% 487
2022
Q1 		$472K Buy
10,221
+732
+8% +$31.7K 0.03% 405
2021
Q4 		$417K Buy
9,489
+440
+5% +$20.4K 0.03% 422
2021
Q3 		$431K Buy
9,049
+548
+6% +$25.8K 0.03% 395
2021
Q2 		$447K Buy
+8,501
New +$471K 0.03% 371

Other funds holding UAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Great Valley Advisor Group's UAL Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in United Airlines (UAL) in Q2 2026: 1,902 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #894 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in UAL as recently as Q4 2025.

Great Valley Advisor Group first reported a position in UAL in Q2 2021 and has held it in 12 quarters since. The position peaked at $472K in Q1 2022. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Great Valley Advisor Group held 1,902 shares of United Airlines worth $258K as of Q2 2026.
  • United Airlines was a new Great Valley Advisor Group position in Q2 2026.
  • United Airlines made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #894 holding.
  • Great Valley Advisor Group first reported a position in United Airlines in Q2 2021 and has held it in 12 quarters since.
  • Great Valley Advisor Group's United Airlines position peaked at $472K in Q1 2022.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.