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Sheaff Brock Investment Advisors’s United Airlines UAL Stock Holding History

Sheaff Brock Investment 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
Q1 		$262K Hold
3,800
– – 0.02% 352
2024
Q4 		$369K Hold
3,800
– – 0.03% 302
2024
Q3 		$217K Buy
+3,800
New +$176K 0.02% 387
2023
Q3 		– Sell
-4,050
Closed -$222K – 489
2023
Q2 		$222K Buy
+4,050
New +$191K 0.02% 402

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sheaff Brock Investment Advisors's UAL Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its United Airlines (UAL) position steady in Q1 2025 at 3,800 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #352.

Sheaff Brock Investment Advisors first reported a position in UAL in Q2 2023 and has held it in 4 quarters since. The position peaked at $369K in Q4 2024. 847 funds tracked by Wall St. Rank hold UAL as of Q1 2025.

  • Sheaff Brock Investment Advisors held 3,800 shares of United Airlines worth $262K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its United Airlines share count unchanged in Q1 2025.
  • United Airlines made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #352 holding.
  • Sheaff Brock Investment Advisors first reported a position in United Airlines in Q2 2023 and has held it in 4 quarters since.
  • Sheaff Brock Investment Advisors's United Airlines position peaked at $369K in Q4 2024.
  • 847 funds tracked by Wall St. Rank held United Airlines as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.