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Strategies Wealth Advisors’s United Airlines UAL Stock Holding History

Strategies Wealth 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
Q3 		– Sell
-6,168
Closed -$491K – 198
2025
Q2 		$491K Sell
6,168
-75
-1% -$5.53K 0.05% 103
2025
Q1 		$431K Buy
+6,243
New +$590K 0.05% 110

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Strategies Wealth Advisors's UAL Position: Q3 2025 in Review

Strategies Wealth Advisors sold out of United Airlines (UAL) in Q3 2025, closing a stake of 6,168 shares — an estimated $491K sold.

Strategies Wealth Advisors first reported a position in UAL in Q1 2025 and held it in 2 quarters. The position peaked at $491K in Q2 2025. 913 funds tracked by Wall St. Rank hold UAL as of Q3 2025.

  • Strategies Wealth Advisors reported no remaining United Airlines position as of Q3 2025 after selling out during the quarter.
  • Strategies Wealth Advisors sold 6,168 United Airlines shares in Q3 2025, an estimated $491K.
  • Strategies Wealth Advisors first reported a position in United Airlines in Q1 2025 and held it in 2 quarters.
  • Strategies Wealth Advisors's United Airlines position peaked at $491K in Q2 2025.
  • 913 funds tracked by Wall St. Rank held United Airlines as of Q3 2025.

Based on Strategies Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.