Orion Portfolio Solutions’s United Airlines UAL Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$269K	Sell	3,889 -3,790	-49%	-$358K	﹤0.01%	1676
2024 Q4	$746K	Buy	7,679 +3,855	+101%	+$326K	0.01%	1197
2024 Q3	$218K	Buy	+3,824	New	+$177K	﹤0.01%	1671
2024 Q2	–	Sell	-20,597	Closed	-$986K	–	1804
2024 Q1	$986K	Buy	20,597 +132	+0.6%	+$5.66K	0.01%	990
2023 Q4	$878K	Sell	20,465 -15,886	-44%	-$625K	0.01%	1005
2023 Q3	$1.54M	Buy	+36,351	New	+$1.84M	0.02%	726
2020 Q3	–	Sell	-860	Closed	-$30K	–	1933
2020 Q2	$30K	Buy	860 +592	+221%	+$17.8K	﹤0.01%	837
2020 Q1	$8K	Sell	268 -137	-34%	-$9.06K	﹤0.01%	1169
2019 Q4	$36K	Buy	+405	New	+$36.4K	﹤0.01%	620

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Orion Portfolio Solutions's UAL Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its United Airlines (UAL) stake by 49% in Q1 2025, selling an estimated $358K and leaving 3,889 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Orion Portfolio Solutions first reported a position in UAL in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.54M in Q3 2023. 848 funds tracked by Wall St. Rank hold UAL as of Q1 2025.

Orion Portfolio Solutions held 3,889 shares of United Airlines worth $269K as of Q1 2025.
Orion Portfolio Solutions sold 3,790 United Airlines shares in Q1 2025, an estimated $358K.
United Airlines made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1676 holding.
Orion Portfolio Solutions first reported a position in United Airlines in Q4 2019 and has held it in 9 quarters since.
Orion Portfolio Solutions's United Airlines position peaked at $1.54M in Q3 2023.
848 funds tracked by Wall St. Rank held United Airlines as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.