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
2018
Q2 		– Sell
-517
Closed -$595K – 147
2018
Q1 		$595K Buy
+517
New +$35.7K 0.03% 103

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Fidelity Investments
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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
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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. 1,019 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.
  • 1,019 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.