Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s United Airlines UAL Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-10,254
Closed -$989K – 1261
2025
Q3 		$989K Buy
10,254
+2,435
+31% +$234K ﹤0.01% 847
2025
Q2 		$623K Buy
7,819
+429
+6% +$31.6K ﹤0.01% 915
2025
Q1 		$510K Buy
7,390
+724
+11% +$68.4K ﹤0.01% 896
2024
Q4 		$647K Buy
+6,666
New +$564K ﹤0.01% 830
2022
Q1 		– Sell
-5,194
Closed -$225K – 462
2021
Q4 		$225K Buy
+5,194
New +$241K 0.01% 391
2021
Q2 		– Sell
-5,037
Closed -$290K – 441
2021
Q1 		$290K Sell
5,037
-157
-3% -$7.67K 0.01% 372
2020
Q4 		$225K Sell
5,194
-10,000
-66% -$405K 0.01% 395
2020
Q3 		$528K Buy
+15,194
New +$526K 0.01% 319
2020
Q2 		– Sell
-50,412
Closed -$1.59M – 405
2020
Q1 		$1.59M Buy
50,412
+1,453
+3% +$96.1K 0.06% 194
2019
Q4 		$4.31M Buy
48,959
+118
+0.2% +$10.6K 0.13% 121
2019
Q3 		$4.32M Buy
48,841
+589
+1% +$52.1K 0.14% 114
2019
Q2 		$4.22M Buy
48,252
+302
+0.6% +$25.6K 0.13% 117
2019
Q1 		$3.83M Buy
+47,950
New +$4.05M 0.12% 129

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kovitz Investment Group Partners's UAL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of United Airlines (UAL) in Q4 2025, closing a stake of 10,254 shares — an estimated $989K sold.

Kovitz Investment Group Partners first reported a position in UAL in Q1 2019 and held it in 13 quarters. The position peaked at $4.32M in Q3 2019. 1,020 funds tracked by Wall St. Rank hold UAL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining United Airlines position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,254 United Airlines shares in Q4 2025, an estimated $989K.
  • Kovitz Investment Group Partners first reported a position in United Airlines in Q1 2019 and held it in 13 quarters.
  • Kovitz Investment Group Partners's United Airlines position peaked at $4.32M in Q3 2019.
  • 1,020 funds tracked by Wall St. Rank held United Airlines as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.