OneDigital Investment Advisors’s United Airlines UAL Stock Holding History

OneDigital 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 Q1	$300K	Sell	3,255 -1,776	-35%	-$186K	﹤0.01%	1183
2025 Q4	$563K	Sell	5,031 -132	-3%	-$13.3K	0.01%	897
2025 Q3	$498K	Sell	5,163 -402	-7%	-$38.7K	0.01%	933
2025 Q2	$443K	Buy	5,565 +924	+20%	+$68.1K	﹤0.01%	956
2025 Q1	$320K	Buy	4,641 +2,036	+78%	+$192K	﹤0.01%	1065
2024 Q4	$253K	Sell	2,605 -2,474	-49%	-$209K	﹤0.01%	1219
2024 Q3	$290K	Sell	5,079 -306	-6%	-$14.2K	﹤0.01%	1174
2024 Q2	$262K	Buy	+5,385	New	+$271K	﹤0.01%	1169
2021 Q4	–	Sell	-6,170	Closed	-$294K	–	832
2021 Q3	$294K	Buy	6,170 +371	+6%	+$17.5K	0.01%	581
2021 Q2	$303K	Sell	5,799 -352	-6%	-$19.5K	0.01%	555
2021 Q1	$354K	Buy	6,151 +794	+15%	+$38.8K	0.02%	466
2020 Q4	$232K	Sell	5,357 -681	-11%	-$27.5K	0.01%	561
2020 Q3	$210K	Buy	6,038 +154	+3%	+$5.33K	0.01%	541
2020 Q2	$204K	Buy	+5,884	New	+$176K	0.01%	547
2020 Q1	–	Sell	-4,439	Closed	-$391K	–	627
2019 Q4	$391K	Hold	4,439	–	–	0.03%	358
2019 Q3	$392K	Buy	+4,439	New	+$392K	0.04%	324

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

OneDigital Investment Advisors's UAL Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its United Airlines (UAL) stake by 35% in Q1 2026, selling an estimated $186K and leaving 3,255 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

OneDigital Investment Advisors first reported a position in UAL in Q3 2019 and has held it in 16 quarters since. The position peaked at $563K in Q4 2025. 972 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

OneDigital Investment Advisors held 3,255 shares of United Airlines worth $300K as of Q1 2026.
OneDigital Investment Advisors sold 1,776 United Airlines shares in Q1 2026, an estimated $186K.
United Airlines made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1183 holding.
OneDigital Investment Advisors first reported a position in United Airlines in Q3 2019 and has held it in 16 quarters since.
OneDigital Investment Advisors's United Airlines position peaked at $563K in Q4 2025.
972 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.