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SVB Wealth’s United Airlines UAL Stock Holding History

SVB Wealth’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 		$2.53M Buy
27,491
+5,569
+25% +$584K 0.17% 119
2025
Q4 		$2.45M Buy
21,922
+3,502
+19% +$354K 0.14% 131
2025
Q3 		$1.78M Buy
18,420
+807
+5% +$77.6K 0.1% 164
2025
Q2 		$1.4M Buy
+17,613
New +$1.3M 0.08% 194
2017
Q2 		– Sell
-9,543
Closed -$674K – 497
2017
Q1 		$674K Sell
9,543
-490
-5% -$35.4K 0.03% 307
2016
Q4 		$731K Sell
10,033
-6,121
-38% -$390K 0.03% 292
2016
Q3 		$848K Sell
16,154
-270
-2% -$13K 0.03% 269
2016
Q2 		$674K Sell
16,424
-150
-0.9% -$7.1K 0.03% 301
2016
Q1 		$992K Buy
16,574
+478
+3% +$25.4K 0.04% 259
2015
Q4 		$922K Buy
16,096
+255
+2% +$14.7K 0.04% 280
2015
Q3 		$840K Sell
15,841
-175
-1% -$9.87K 0.03% 317
2015
Q2 		$849K Buy
16,016
+1,725
+12% +$99.9K 0.03% 341
2015
Q1 		$961K Buy
14,291
+6,210
+77% +$421K 0.03% 322
2014
Q4 		$541K Buy
+8,081
New +$448K 0.02% 393

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T 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