North Star Investment Management’s United Airlines UAL Stock Holding History

North Star 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 Q1	$94.1K	Buy	1,022 +27	+3%	+$2.83K	0.01%	612
2025 Q4	$111K	Buy	995 +15	+2%	+$1.52K	0.01%	530
2025 Q3	$94.6K	Buy	980 +600	+158%	+$57.7K	0.01%	539
2025 Q2	$30.3K	Hold	380	–	–	﹤0.01%	734
2025 Q1	$26.2K	Hold	380	–	–	﹤0.01%	720
2024 Q4	$36.9K	Hold	380	–	–	﹤0.01%	674
2024 Q3	$21.7K	Hold	380	–	–	﹤0.01%	718
2024 Q2	$18.5K	Hold	380	–	–	﹤0.01%	731
2024 Q1	$18.2K	Hold	380	–	–	﹤0.01%	761
2023 Q4	$15.7K	Sell	380 -10	-3%	-$393	﹤0.01%	758
2023 Q3	$16.5K	Hold	390	–	–	﹤0.01%	755
2023 Q2	$21.4K	Hold	390	–	–	﹤0.01%	731
2023 Q1	$17.3K	Hold	390	–	–	﹤0.01%	780
2022 Q4	$14.7K	Buy	390 +10	+3%	+$406	﹤0.01%	792
2022 Q3	$12K	Hold	380	–	–	﹤0.01%	776
2022 Q2	$13K	Hold	380	–	–	﹤0.01%	781
2022 Q1	$18K	Hold	380	–	–	﹤0.01%	761
2021 Q4	$17K	Hold	380	–	–	﹤0.01%	798
2021 Q3	$18K	Hold	380	–	–	﹤0.01%	763
2021 Q2	$20K	Hold	380	–	–	﹤0.01%	741
2021 Q1	$22K	Hold	380	–	–	﹤0.01%	686
2020 Q4	$16K	Hold	380	–	–	﹤0.01%	709
2020 Q3	$13K	Sell	380 -200	-34%	-$6.92K	﹤0.01%	718
2020 Q2	$20K	Hold	580	–	–	﹤0.01%	640
2020 Q1	$18K	Buy	580 +200	+53%	+$13.2K	﹤0.01%	658
2019 Q4	$33K	Hold	380	–	–	﹤0.01%	631
2019 Q3	$34K	Buy	+380	New	+$33.6K	﹤0.01%	617
2019 Q2	–	Sell	-380	Closed	-$30K	–	898
2019 Q1	$30K	Hold	380	–	–	﹤0.01%	654
2018 Q4	$32K	Hold	380	–	–	﹤0.01%	599
2018 Q3	$34K	Hold	380	–	–	﹤0.01%	634
2018 Q2	$26K	Hold	380	–	–	﹤0.01%	695
2018 Q1	$26K	Hold	380	–	–	﹤0.01%	693
2017 Q4	$26K	Sell	380 -504	-57%	-$31.4K	﹤0.01%	679
2017 Q3	$54K	Hold	884	–	–	0.01%	535
2017 Q2	$67K	Hold	884	–	–	0.01%	488
2017 Q1	$62K	Sell	884 -86	-9%	-$6.22K	0.01%	491
2016 Q4	$71K	Hold	970	–	–	0.01%	442
2016 Q3	$51K	Hold	970	–	–	0.01%	410
2016 Q2	$40K	Hold	970	–	–	0.01%	440
2016 Q1	$58K	Hold	970	–	–	0.01%	385
2015 Q4	$56K	Hold	970	–	–	0.01%	390
2015 Q3	$51K	Hold	970	–	–	0.01%	400
2015 Q2	$51K	Buy	970 +86	+10%	+$4.98K	0.01%	389
2015 Q1	$59K	Hold	884	–	–	0.01%	369
2014 Q4	$59K	Hold	884	–	–	0.01%	365
2014 Q3	$41K	Hold	884	–	–	0.01%	387
2014 Q2	$36K	Hold	884	–	–	0.01%	420
2014 Q1	$39K	Buy	+884	New	+$39.8K	0.01%	401

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

North Star Investment Management's UAL Position: Q1 2026 in Review

North Star Investment Management increased its United Airlines (UAL) stake by 2.7% in Q1 2026, buying an estimated $2.83K and bringing the position to 1,022 shares worth $94.1K. The position accounts for 0.01% of the portfolio, ranked #612.

North Star Investment Management first reported a position in UAL in Q1 2014 and has held it in 48 quarters since. The position peaked at $111K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

North Star Investment Management held 1,022 shares of United Airlines worth $94.1K as of Q1 2026.
North Star Investment Management bought 27 United Airlines shares in Q1 2026, an estimated $2.83K.
United Airlines made up 0.01% of North Star Investment Management's portfolio in Q1 2026, its #612 holding.
North Star Investment Management first reported a position in United Airlines in Q1 2014 and has held it in 48 quarters since.
North Star Investment Management's United Airlines position peaked at $111K in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.