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
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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Trifecta Capital Advisors's UAL Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of United Airlines (UAL) in Q4 2025, closing a stake of 19 shares — an estimated $1.83K sold.

Trifecta Capital Advisors first reported a position in UAL in Q4 2022 and held it in 12 quarters. The position peaked at $14.2K in Q1 2025. 1,019 funds tracked by Wall St. Rank hold UAL as of Q4 2025.

Trifecta Capital Advisors reported no remaining United Airlines position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 19 United Airlines shares in Q4 2025, an estimated $1.83K.
Trifecta Capital Advisors first reported a position in United Airlines in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's United Airlines position peaked at $14.2K in Q1 2025.
1,019 funds tracked by Wall St. Rank held United Airlines as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.