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 Q2	$371K	Sell	2,728 -641	-19%	-$66.4K	﹤0.01%	632
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Moneta Group Investment Advisors's UAL Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its United Airlines (UAL) stake by 19% in Q2 2026, selling an estimated $66.4K and leaving 2,728 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Moneta Group Investment Advisors first reported a position in UAL in Q4 2017 and has held it in 7 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Moneta Group Investment Advisors held 2,728 shares of United Airlines worth $371K as of Q2 2026.
Moneta Group Investment Advisors sold 641 United Airlines shares in Q2 2026, an estimated $66.4K.
United Airlines made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #632 holding.
Moneta Group Investment Advisors first reported a position in United Airlines in Q4 2017 and has held it in 7 quarters since.
1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.