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Private Client Services’s United Airlines UAL Stock Holding History

Private Client Services’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
Q4 		– Sell
-8,476
Closed -$818K – 208
2025
Q3 		$818K Buy
+8,476
New +$815K 0.27% 71

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Private Client Services's UAL Position: Q4 2025 in Review

Private Client Services sold out of United Airlines (UAL) in Q4 2025, closing a stake of 8,476 shares — an estimated $818K sold.

Private Client Services first reported a position in UAL in Q3 2025 and held it in 1 quarter. The position peaked at $818K in Q3 2025. 1,020 funds tracked by Wall St. Rank hold UAL as of Q4 2025.

  • Private Client Services reported no remaining United Airlines position as of Q4 2025 after selling out during the quarter.
  • Private Client Services sold 8,476 United Airlines shares in Q4 2025, an estimated $818K.
  • Private Client Services first reported a position in United Airlines in Q3 2025 and held it in 1 quarter.
  • Private Client Services's United Airlines position peaked at $818K in Q3 2025.
  • 1,020 funds tracked by Wall St. Rank held United Airlines as of Q4 2025.

Based on Private Client Services's 13F filing for Q4 2025, filed 7 Jan 2026.