SummitTX Capital’s United Airlines UAL Stock Holding History

SummitTX Capital’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 Q4	–	Sell	-10,535	Closed	-$1.02M	–	968
2025 Q3	$1.02M	Buy	+10,535	New	+$1.01M	0.04%	383

Other funds holding UAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

SummitTX Capital's UAL Position: Q4 2025 in Review

SummitTX Capital sold out of United Airlines (UAL) in Q4 2025, closing a stake of 10,535 shares — an estimated $1.02M sold.

SummitTX Capital first reported a position in UAL in Q3 2025 and held it in 1 quarter. The position peaked at $1.02M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold UAL as of Q4 2025.

SummitTX Capital reported no remaining United Airlines position as of Q4 2025 after selling out during the quarter.
SummitTX Capital sold 10,535 United Airlines shares in Q4 2025, an estimated $1.02M.
SummitTX Capital first reported a position in United Airlines in Q3 2025 and held it in 1 quarter.
SummitTX Capital's United Airlines position peaked at $1.02M in Q3 2025.
1,019 funds tracked by Wall St. Rank held United Airlines as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.