Patten Group’s United Airlines UAL Stock Holding History

Patten Group’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 Q3	$458K	Buy	+4,124	New	+$486K	0.07%	227
2019 Q1	–	Sell	-250	Closed	-$21K	–	509
2018 Q4	$21K	Hold	250	–	–	0.01%	367
2018 Q3	$22K	Sell	250 -50	-17%	-$4.12K	0.01%	413
2018 Q2	$21K	Hold	300	–	–	0.01%	403
2018 Q1	$21K	Hold	300	–	–	0.01%	406
2017 Q4	$20K	Hold	300	–	–	0.01%	434
2017 Q3	$18K	Hold	300	–	–	0.01%	429
2017 Q2	$21K	Hold	300	–	–	0.01%	422
2017 Q1	$21K	Sell	300 -100	-25%	-$7.23K	0.01%	406
2016 Q4	$30K	Hold	400	–	–	0.01%	360
2016 Q3	$21.2K	Hold	400	–	–	0.01%	416
2016 Q2	$16.4K	Hold	400	–	–	0.01%	424
2016 Q1	$23.9K	Hold	400	–	–	0.01%	390
2015 Q4	$22.9K	Hold	400	–	–	0.01%	409
2015 Q3	$21.2K	Hold	400	–	–	0.01%	362
2015 Q2	$21.2K	Buy	+400	New	+$23.2K	0.01%	374

Other funds holding UAL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Patten Group's UAL Position: Q3 2026 in Review

Patten Group opened a new position in United Airlines (UAL) in Q3 2026: 4,124 shares worth $458K. The stake represents 0.07% of the portfolio and ranks #227 among its holdings. This is a return to the name: Patten Group previously reported a position in UAL as recently as Q4 2018.

Patten Group first reported a position in UAL in Q2 2015 and has held it in 16 quarters since. 718 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

Patten Group held 4,124 shares of United Airlines worth $458K as of Q3 2026.
United Airlines was a new Patten Group position in Q3 2026.
United Airlines made up 0.07% of Patten Group's portfolio in Q3 2026, its #227 holding.
Patten Group first reported a position in United Airlines in Q2 2015 and has held it in 16 quarters since.
718 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Patten Group's 13F filing for Q3 2026, filed 26 Oct 2026.