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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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Great Valley Advisor Group's UAL Position: Q1 2026 in Review

Great Valley Advisor Group sold out of United Airlines (UAL) in Q1 2026, closing a stake of 1,859 shares — an estimated $208K sold.

Great Valley Advisor Group first reported a position in UAL in Q2 2021 and held it in 11 quarters. The position peaked at $472K in Q1 2022. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Great Valley Advisor Group reported no remaining United Airlines position as of Q1 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 1,859 United Airlines shares in Q1 2026, an estimated $208K.
  • Great Valley Advisor Group first reported a position in United Airlines in Q2 2021 and held it in 11 quarters.
  • Great Valley Advisor Group's United Airlines position peaked at $472K in Q1 2022.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.