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Modera Wealth Management’s United Airlines UAL Stock Holding History

Modera Wealth Management’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
Q3 		– Sell
-4,676
Closed -$372K – 668
2025
Q2 		$372K Buy
4,676
+36
+0.8% +$2.65K ﹤0.01% 494
2025
Q1 		$320K Buy
4,640
+198
+4% +$18.7K ﹤0.01% 502
2024
Q4 		$431K Buy
4,442
+137
+3% +$11.6K 0.01% 464
2024
Q3 		$246K Buy
4,305
+2
+0% +$93 ﹤0.01% 538
2024
Q2 		$209K Buy
+4,303
New +$217K ﹤0.01% 541

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Modera Wealth Management's UAL Position: Q3 2025 in Review

Modera Wealth Management sold out of United Airlines (UAL) in Q3 2025, closing a stake of 4,676 shares — an estimated $372K sold.

Modera Wealth Management first reported a position in UAL in Q2 2024 and held it in 5 quarters. The position peaked at $431K in Q4 2024. 913 funds tracked by Wall St. Rank hold UAL as of Q3 2025.

  • Modera Wealth Management reported no remaining United Airlines position as of Q3 2025 after selling out during the quarter.
  • Modera Wealth Management sold 4,676 United Airlines shares in Q3 2025, an estimated $372K.
  • Modera Wealth Management first reported a position in United Airlines in Q2 2024 and held it in 5 quarters.
  • Modera Wealth Management's United Airlines position peaked at $431K in Q4 2024.
  • 913 funds tracked by Wall St. Rank held United Airlines as of Q3 2025.

Based on Modera Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.