Morton Brown Family Wealth’s United Airlines UAL Stock Holding History

Morton Brown Family Wealth’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	-20	Closed	-$1.59K	–	324
2025 Q2	$1.59K	Hold	20	–	–	﹤0.01%	285
2025 Q1	$1.38K	Hold	20	–	–	﹤0.01%	290
2024 Q4	$1.94K	Hold	20	–	–	﹤0.01%	233
2024 Q3	$1.14K	Hold	20	–	–	﹤0.01%	239
2024 Q2	$928	Buy	+20	New	+$1.01K	﹤0.01%	205

Other funds holding UAL

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

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

BlackRock New York $6.73T AUM 46.02% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Morton Brown Family Wealth's UAL Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of United Airlines (UAL) in Q3 2025, closing a stake of 20 shares — an estimated $1.59K sold.

Morton Brown Family Wealth first reported a position in UAL in Q2 2024 and held it in 5 quarters. The position peaked at $1.94K in Q4 2024. 913 funds tracked by Wall St. Rank hold UAL as of Q3 2025.

Morton Brown Family Wealth reported no remaining United Airlines position as of Q3 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 20 United Airlines shares in Q3 2025, an estimated $1.59K.
Morton Brown Family Wealth first reported a position in United Airlines in Q2 2024 and held it in 5 quarters.
Morton Brown Family Wealth's United Airlines position peaked at $1.94K in Q4 2024.
913 funds tracked by Wall St. Rank held United Airlines as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.