Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s United Airlines UAL Stock Holding History

Halbert Hargrove Global Advisors’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 		– Sell
-5
Closed -$631 – 676
2026
Q2 		$631 Buy
+5
New +$518 ﹤0.01% 501
2025
Q2 		– Sell
-6
Closed -$415 – 627
2025
Q1 		$415 Buy
+6
New +$567 ﹤0.01% 522

Other funds holding UAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Halbert Hargrove Global Advisors's UAL Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of United Airlines (UAL) in Q3 2026, closing a stake of 5 shares — an estimated $631 sold.

Halbert Hargrove Global Advisors first reported a position in UAL in Q1 2025 and held it in 2 quarters. The position peaked at $631 in Q2 2026. 599 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining United Airlines position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 5 United Airlines shares in Q3 2026, an estimated $631.
  • Halbert Hargrove Global Advisors first reported a position in United Airlines in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's United Airlines position peaked at $631 in Q2 2026.
  • 599 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.