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 Q2	–	Sell	-28	Closed	-$2.58K	–	679
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Operose Advisors's UAL Position: Q2 2026 in Review

Operose Advisors sold out of United Airlines (UAL) in Q2 2026, closing a stake of 28 shares — an estimated $2.58K sold.

Operose Advisors first reported a position in UAL in Q4 2021 and held it in 17 quarters. The position peaked at $4.17K in Q4 2024. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Operose Advisors reported no remaining United Airlines position as of Q2 2026 after selling out during the quarter.
Operose Advisors sold 28 United Airlines shares in Q2 2026, an estimated $2.58K.
Operose Advisors first reported a position in United Airlines in Q4 2021 and held it in 17 quarters.
Operose Advisors's United Airlines position peaked at $4.17K in Q4 2024.
1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.