R Squared’s United Airlines UAL Stock Holding History

R Squared’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 Q2	–	Sell	-3,910	Closed	-$270K	–	562
2025 Q1	$270K	Buy	3,910 +2,910	+291%	+$275K	0.29%	145
2024 Q4	$97.1K	Buy	+1,000	New	+$84.5K	0.09%	268

Other funds holding UAL

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

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

BlackRock New York $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

R Squared's UAL Position: Q2 2025 in Review

R Squared sold out of United Airlines (UAL) in Q2 2025, closing a stake of 3,910 shares — an estimated $270K sold.

R Squared first reported a position in UAL in Q4 2024 and held it in 2 quarters. The position peaked at $270K in Q1 2025. 866 funds tracked by Wall St. Rank hold UAL as of Q2 2025.

R Squared reported no remaining United Airlines position as of Q2 2025 after selling out during the quarter.
R Squared sold 3,910 United Airlines shares in Q2 2025, an estimated $270K.
R Squared first reported a position in United Airlines in Q4 2024 and held it in 2 quarters.
R Squared's United Airlines position peaked at $270K in Q1 2025.
866 funds tracked by Wall St. Rank held United Airlines as of Q2 2025.

Based on R Squared's 13F filing for Q2 2025, filed 31 Jul 2025.