Operose Advisors’s United Airlines UAL Stock Holding History

Operose 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	$2.58K	Buy	+28	New	+$2.93K	﹤0.01%	482
2025 Q4	–	Sell	-13	Closed	-$1.25K	–	495
2025 Q3	$1.25K	Hold	13	–	–	﹤0.01%	420
2025 Q2	$1.03K	Hold	13	–	–	﹤0.01%	391
2025 Q1	$898	Sell	13 -30	-70%	-$2.83K	﹤0.01%	368
2024 Q4	$4.17K	Buy	43 +30	+231%	+$2.54K	﹤0.01%	366
2024 Q3	$742	Hold	13	–	–	﹤0.01%	598
2024 Q2	$633	Hold	13	–	–	﹤0.01%	571
2024 Q1	$622	Hold	13	–	–	﹤0.01%	635
2023 Q4	$536	Hold	13	–	–	﹤0.01%	585
2023 Q3	$550	Hold	13	–	–	﹤0.01%	737
2023 Q2	$713	Hold	13	–	–	﹤0.01%	342
2023 Q1	$575	Hold	13	–	–	﹤0.01%	334
2022 Q4	$490	Hold	13	–	–	﹤0.01%	349
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	336
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	297
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	314
2021 Q4	$1K	Buy	+13	New	+$603	﹤0.01%	295

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

Operose Advisors's UAL Position: Q1 2026 in Review

Operose Advisors opened a new position in United Airlines (UAL) in Q1 2026: 28 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #482 among its holdings. This is a return to the name: Operose Advisors previously reported a position in UAL as recently as Q3 2025.

Operose Advisors first reported a position in UAL in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.17K in Q4 2024. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Operose Advisors held 28 shares of United Airlines worth $2.58K as of Q1 2026.
United Airlines was a new Operose Advisors position in Q1 2026.
United Airlines made up ﹤0.01% of Operose Advisors's portfolio in Q1 2026, its #482 holding.
Operose Advisors first reported a position in United Airlines in Q4 2021 and has held it in 17 quarters since.
Operose Advisors's United Airlines position peaked at $4.17K in Q4 2024.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.