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Sowell Financial Services’s United Airlines UAL Stock Holding History

Sowell Financial 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
2026
Q1 		$797K Buy
8,657
+4,416
+104% +$463K 0.03% 501
2025
Q4 		$474K Sell
4,241
-162
-4% -$16.4K 0.02% 665
2025
Q3 		$425K Sell
4,403
-4,002
-48% -$385K 0.02% 680
2025
Q2 		$669K Buy
8,405
+470
+6% +$34.6K 0.03% 531
2025
Q1 		$548K Buy
+7,935
New +$749K 0.02% 561
2021
Q2 		– Sell
-1,558
Closed -$83K – 2575
2021
Q1 		$83K Sell
1,558
-2,502
-62% -$122K ﹤0.01% 1453
2020
Q4 		$176K Buy
4,060
+1,741
+75% +$70.4K 0.01% 903
2020
Q3 		$81K Sell
2,319
-608
-21% -$21K ﹤0.01% 1055
2020
Q2 		$101K Buy
2,927
+2,373
+428% +$71.2K 0.01% 967
2020
Q1 		$17K Buy
554
+466
+530% +$30.8K ﹤0.01% 1445
2019
Q4 		$8K Buy
88
+38
+76% +$3.41K ﹤0.01% 1771
2019
Q3 		$4K Buy
+50
New +$4.42K ﹤0.01% 1877

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return