Stephens Consulting’s United Airlines UAL Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-8	Closed	-$638	–	1114
2025 Q2	$638	Buy	+8	New	+$589	﹤0.01%	833
2024 Q4	–	Sell	-121	Closed	-$6.91K	–	540
2024 Q3	$6.91K	Sell	121 -765	-86%	-$35.4K	﹤0.01%	372
2024 Q2	$43.1K	Hold	886	–	–	0.01%	196
2024 Q1	$42.4K	Hold	886	–	–	0.01%	190
2023 Q4	$36.6K	Hold	886	–	–	0.01%	206
2023 Q3	$37.5K	Hold	886	–	–	0.02%	194
2023 Q2	$48.6K	Hold	886	–	–	0.02%	169
2023 Q1	$39.2K	Hold	886	–	–	0.02%	194
2022 Q4	$33.4K	Hold	886	–	–	0.02%	200
2022 Q3	$28.8K	Buy	886 +600	+210%	+$22.3K	0.03%	219
2022 Q2	$10.1K	Sell	286 -865	-75%	-$38K	0.01%	323
2022 Q1	$53.4K	Buy	1,151 +1,030	+851%	+$44.7K	0.04%	179
2021 Q4	$5.3K	Buy	+121	New	+$5.61K	﹤0.01%	473

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Stephens Consulting's UAL Position: Q3 2025 in Review

Stephens Consulting sold out of United Airlines (UAL) in Q3 2025, closing a stake of 8 shares — an estimated $638 sold.

Stephens Consulting first reported a position in UAL in Q4 2021 and held it in 13 quarters. The position peaked at $53.4K in Q1 2022. 914 funds tracked by Wall St. Rank hold UAL as of Q3 2025.

Stephens Consulting reported no remaining United Airlines position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 8 United Airlines shares in Q3 2025, an estimated $638.
Stephens Consulting first reported a position in United Airlines in Q4 2021 and held it in 13 quarters.
Stephens Consulting's United Airlines position peaked at $53.4K in Q1 2022.
914 funds tracked by Wall St. Rank held United Airlines as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.