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New Vernon Investment Management’s United Airlines UAL Stock Holding History

New Vernon Investment 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
2026
Q2 		$750K Buy
+5,515
New +$571K 0.92% 30
2016
Q3 		– Sell
-37,900
Closed -$1.55M – 52
2016
Q2 		$1.55M Sell
37,900
-5,624
-13% -$266K 1.36% 29
2016
Q1 		$2.6M Sell
43,524
-16,926
-28% -$899K 2.23% 18
2015
Q4 		$3.46M Hold
60,450
– – 2.63% 14
2015
Q3 		$3.21M Hold
60,450
– – 2.53% 14
2015
Q2 		$3.2M Sell
60,450
-13,000
-18% -$753K 2.19% 19
2015
Q1 		$4.94M Sell
73,450
-4,500
-6% -$305K 3.39% 6
2014
Q4 		$5.21M Sell
77,950
-22,400
-22% -$1.24M 3.52% 4
2014
Q3 		$4.7M Sell
100,350
-87,600
-47% -$4.07M 3.83% 9
2014
Q2 		$7.72M Sell
187,950
-39,000
-17% -$1.68M 5.33% 2
2014
Q1 		$10.1M Hold
226,950
– – 7.74% 1
2013
Q4 		$8.59M Buy
+226,950
New +$7.95M 8.76% 1

Other funds holding UAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

New Vernon Investment Management's UAL Position: Q2 2026 in Review

New Vernon Investment Management opened a new position in United Airlines (UAL) in Q2 2026: 5,515 shares worth $750K. The stake represents 0.92% of the portfolio and ranks #30 among its holdings. This is a return to the name: New Vernon Investment Management previously reported a position in UAL as recently as Q2 2016.

New Vernon Investment Management first reported a position in UAL in Q4 2013 and has held it in 12 quarters since. The position peaked at $10.1M in Q1 2014. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • New Vernon Investment Management held 5,515 shares of United Airlines worth $750K as of Q2 2026.
  • United Airlines was a new New Vernon Investment Management position in Q2 2026.
  • United Airlines made up 0.92% of New Vernon Investment Management's portfolio in Q2 2026, its #30 holding.
  • New Vernon Investment Management first reported a position in United Airlines in Q4 2013 and has held it in 12 quarters since.
  • New Vernon Investment Management's United Airlines position peaked at $10.1M in Q1 2014.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on New Vernon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.