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Trivant Custom Portfolio Group’s United Airlines UAL Stock Holding History

Trivant Custom Portfolio Group’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
Q2 		– Sell
-400
Closed -$27.6K – 204
2025
Q1 		$27.6K Hold
400
– – 0.02% 114
2024
Q4 		$38.8K Hold
400
– – 0.02% 92
2024
Q3 		$22.8K Hold
400
– – 0.01% 112
2024
Q2 		$19.5K Hold
400
– – 0.01% 131
2024
Q1 		$19.2K Hold
400
– – 0.01% 132
2023
Q4 		$16.5K Hold
400
– – 0.01% 151
2023
Q3 		$16.9K Hold
400
– – 0.01% 140
2023
Q2 		$21.9K Hold
400
– – 0.02% 144
2023
Q1 		$17.7K Buy
+400
New +$19.2K 0.01% 160

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Trivant Custom Portfolio Group's UAL Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of United Airlines (UAL) in Q2 2025, closing a stake of 400 shares — an estimated $27.6K sold.

Trivant Custom Portfolio Group first reported a position in UAL in Q1 2023 and held it in 9 quarters. The position peaked at $38.8K in Q4 2024. 866 funds tracked by Wall St. Rank hold UAL as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining United Airlines position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 400 United Airlines shares in Q2 2025, an estimated $27.6K.
  • Trivant Custom Portfolio Group first reported a position in United Airlines in Q1 2023 and held it in 9 quarters.
  • Trivant Custom Portfolio Group's United Airlines position peaked at $38.8K in Q4 2024.
  • 866 funds tracked by Wall St. Rank held United Airlines as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.