Trifecta Capital Advisors’s United Airlines UAL Stock Holding History

Trifecta Capital 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
2026 Q3	–	Sell	-9	Closed	-$1.22K	–	475
2026 Q2	$1.22K	Buy	+9	New	+$932	﹤0.01%	343
2025 Q4	–	Sell	-19	Closed	-$1.83K	–	435
2025 Q3	$1.83K	Hold	19	–	–	﹤0.01%	347
2025 Q2	$1.51K	Sell	19 -186	-91%	-$13.7K	﹤0.01%	378
2025 Q1	$14.2K	Buy	205 +186	+979%	+$17.6K	﹤0.01%	206
2024 Q4	$1.84K	Hold	19	–	–	﹤0.01%	312
2024 Q3	$1.08K	Hold	19	–	–	﹤0.01%	374
2024 Q2	$925	Hold	19	–	–	﹤0.01%	384
2024 Q1	$910	Hold	19	–	–	﹤0.01%	381
2023 Q4	$784	Hold	19	–	–	﹤0.01%	411
2023 Q3	$804	Hold	19	–	–	﹤0.01%	389
2023 Q2	$1.04K	Hold	19	–	–	﹤0.01%	370
2023 Q1	$841	Hold	19	–	–	﹤0.01%	383
2022 Q4	$716	Buy	+19	New	+$771	﹤0.01%	397

Other funds holding UAL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Trifecta Capital Advisors's UAL Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of United Airlines (UAL) in Q3 2026, closing a stake of 9 shares — an estimated $1.22K sold.

Trifecta Capital Advisors first reported a position in UAL in Q4 2022 and held it in 13 quarters. The position peaked at $14.2K in Q1 2025. 554 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

Trifecta Capital Advisors reported no remaining United Airlines position as of Q3 2026 after selling out during the quarter.
Trifecta Capital Advisors sold 9 United Airlines shares in Q3 2026, an estimated $1.22K.
Trifecta Capital Advisors first reported a position in United Airlines in Q4 2022 and held it in 13 quarters.
Trifecta Capital Advisors's United Airlines position peaked at $14.2K in Q1 2025.
554 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.