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SageView Advisory Group’s United Airlines UAL Stock Holding History

SageView Advisory 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
Q1 		– Sell
-1,200
Closed -$134K – 2305
2025
Q4 		$134K Buy
+1,200
New +$121K ﹤0.01% 728

Other funds holding UAL

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SageView Advisory Group's UAL Position: Q1 2026 in Review

SageView Advisory Group sold out of United Airlines (UAL) in Q1 2026, closing a stake of 1,200 shares — an estimated $134K sold.

SageView Advisory Group first reported a position in UAL in Q4 2025 and held it in 1 quarter. The position peaked at $134K in Q4 2025. 977 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • SageView Advisory Group reported no remaining United Airlines position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,200 United Airlines shares in Q1 2026, an estimated $134K.
  • SageView Advisory Group first reported a position in United Airlines in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's United Airlines position peaked at $134K in Q4 2025.
  • 977 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.