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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Trifecta Capital Advisors's UAL Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in United Airlines (UAL) in Q2 2026: 9 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #343 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in UAL as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in UAL in Q4 2022 and has held it in 13 quarters since. The position peaked at $14.2K in Q1 2025. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Trifecta Capital Advisors held 9 shares of United Airlines worth $1.22K as of Q2 2026.
United Airlines was a new Trifecta Capital Advisors position in Q2 2026.
United Airlines made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #343 holding.
Trifecta Capital Advisors first reported a position in United Airlines in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's United Airlines position peaked at $14.2K in Q1 2025.
1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.