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Rise Advisors’s United Airlines UAL Stock Holding History

Rise 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
2025
Q4 		– Sell
-283
Closed -$27.3K – 1334
2025
Q3 		$27.3K Buy
283
+11
+4% +$1.06K 0.01% 418
2025
Q2 		$21.7K Buy
272
+10
+4% +$737 0.01% 485
2025
Q1 		$18.1K Buy
262
+11
+4% +$1.04K 0.01% 560
2024
Q4 		$24.4K Hold
251
– – 0.01% 524
2024
Q3 		$14.3K Hold
251
– – 0.01% 887
2024
Q2 		$12.2K Hold
251
– – 0.01% 930
2024
Q1 		$12K Buy
+251
New +$10.8K 0.01% 998

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 $3.38T AUM 44.17% 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

Rise Advisors's UAL Position: Q4 2025 in Review

Rise Advisors sold out of United Airlines (UAL) in Q4 2025, closing a stake of 283 shares — an estimated $27.3K sold.

Rise Advisors first reported a position in UAL in Q1 2024 and held it in 7 quarters. The position peaked at $27.3K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold UAL as of Q4 2025.

  • Rise Advisors reported no remaining United Airlines position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 283 United Airlines shares in Q4 2025, an estimated $27.3K.
  • Rise Advisors first reported a position in United Airlines in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's United Airlines position peaked at $27.3K in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held United Airlines as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.