Montag & Associates’s United Airlines UAL Stock Holding History

Montag & Associates’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	-9	Closed	-$869	–	1157
2025 Q3	$869	Buy	+9	New	+$866	﹤0.01%	1033
2024 Q1	–	Sell	-515	Closed	-$21.2K	–	1009
2023 Q4	$21.2K	Hold	515	–	–	﹤0.01%	687
2023 Q3	$21.8K	Hold	515	–	–	﹤0.01%	662
2023 Q2	$28.3K	Hold	515	–	–	﹤0.01%	639
2023 Q1	$22.8K	Hold	515	–	–	﹤0.01%	656
2022 Q4	$19.4K	Hold	515	–	–	﹤0.01%	663
2022 Q3	$17K	Sell	515 -585	-53%	-$21.8K	﹤0.01%	679
2022 Q2	$39K	Hold	1,100	–	–	﹤0.01%	565
2022 Q1	$51K	Hold	1,100	–	–	﹤0.01%	556
2021 Q4	$48K	Hold	1,100	–	–	﹤0.01%	574
2021 Q3	$52K	Hold	1,100	–	–	﹤0.01%	559
2021 Q2	$58K	Hold	1,100	–	–	﹤0.01%	534
2021 Q1	$63K	Hold	1,100	–	–	﹤0.01%	526
2020 Q4	$48K	Buy	+1,100	New	+$44.5K	﹤0.01%	545

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Montag & Associates's UAL Position: Q4 2025 in Review

Montag & Associates sold out of United Airlines (UAL) in Q4 2025, closing a stake of 9 shares — an estimated $869 sold.

Montag & Associates first reported a position in UAL in Q4 2020 and held it in 14 quarters. The position peaked at $63K in Q1 2021. 1,019 funds tracked by Wall St. Rank hold UAL as of Q4 2025.

Montag & Associates reported no remaining United Airlines position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 9 United Airlines shares in Q4 2025, an estimated $869.
Montag & Associates first reported a position in United Airlines in Q4 2020 and held it in 14 quarters.
Montag & Associates's United Airlines position peaked at $63K in Q1 2021.
1,019 funds tracked by Wall St. Rank held United Airlines as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.