Todd Asset Management’s United Airlines UAL Stock Holding History

Todd Asset Management’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	–	Sell	-258,019	Closed	-$28.9M	–	199
2025 Q4	$28.9M	Sell	258,019 -36,815	-12%	-$3.72M	0.56%	84
2025 Q3	$28.5M	Sell	294,834 -88,317	-23%	-$8.49M	0.58%	84
2025 Q2	$30.5M	Buy	+383,151	New	+$28.2M	0.66%	76
2024 Q1	–	Sell	-475,806	Closed	-$19.6M	–	223
2023 Q4	$19.6M	Buy	475,806 +91,183	+24%	+$3.59M	0.43%	106
2023 Q3	$16.3M	Buy	+384,623	New	+$19.4M	0.39%	124
2018 Q4	–	Sell	-219,434	Closed	-$19.5M	–	236
2018 Q3	$19.5M	Buy	219,434 +7,414	+3%	+$611K	0.54%	72
2018 Q2	$14.8M	Buy	+212,020	New	+$14.7M	0.42%	108
2016 Q4	–	Sell	-315,816	Closed	-$16.6M	–	226
2016 Q3	$16.6M	Buy	+315,816	New	+$15.2M	0.5%	82

Other funds holding UAL

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Todd Asset Management's UAL Position: Q1 2026 in Review

Todd Asset Management sold out of United Airlines (UAL) in Q1 2026, closing a stake of 258,019 shares — an estimated $28.9M sold.

Todd Asset Management first reported a position in UAL in Q3 2016 and held it in 8 quarters. The position peaked at $30.5M in Q2 2025. 975 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Todd Asset Management reported no remaining United Airlines position as of Q1 2026 after selling out during the quarter.
Todd Asset Management sold 258,019 United Airlines shares in Q1 2026, an estimated $28.9M.
Todd Asset Management first reported a position in United Airlines in Q3 2016 and held it in 8 quarters.
Todd Asset Management's United Airlines position peaked at $30.5M in Q2 2025.
975 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Todd Asset Management's 13F filing for Q1 2026, filed 12 May 2026.