Moneta Group Investment Advisors’s United Airlines UAL Stock Holding History

Moneta Group Investment 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 Q1	$310K	Buy	3,369 +98	+3%	+$10.3K	﹤0.01%	618
2025 Q4	$366K	Buy	3,271 +516	+19%	+$52.1K	﹤0.01%	583
2025 Q3	$266K	Buy	+2,755	New	+$265K	﹤0.01%	655
2024 Q2	–	Sell	-4,350	Closed	-$208K	–	630
2024 Q1	$208K	Buy	+4,350	New	+$186K	﹤0.01%	568
2023 Q3	–	Sell	-3,647	Closed	-$200K	–	559
2023 Q2	$200K	Buy	+3,647	New	+$172K	﹤0.01%	517
2018 Q1	–	Sell	-3	Closed	–	–	717
2017 Q4	$0	Buy	+3	New	+$187	﹤0.01%	547

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Moneta Group Investment Advisors's UAL Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its United Airlines (UAL) stake by 3% in Q1 2026, buying an estimated $10.3K and bringing the position to 3,369 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Moneta Group Investment Advisors first reported a position in UAL in Q4 2017 and has held it in 6 quarters since. The position peaked at $366K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Moneta Group Investment Advisors held 3,369 shares of United Airlines worth $310K as of Q1 2026.
Moneta Group Investment Advisors bought 98 United Airlines shares in Q1 2026, an estimated $10.3K.
United Airlines made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #618 holding.
Moneta Group Investment Advisors first reported a position in United Airlines in Q4 2017 and has held it in 6 quarters since.
Moneta Group Investment Advisors's United Airlines position peaked at $366K in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.