UBS O'Connor’s United Airlines UAL Stock Holding History

UBS O'Connor’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	$5.59M	Buy	+50,000	New	+$5.05M	0.15%	48
2024 Q4	–	Sell	-139,700	Closed	-$7.97M	–	573
2024 Q3	$7.97M	Buy	139,700 +98,100	+236%	+$4.54M	0.2%	55
2024 Q2	$2.02M	Sell	41,600 -236,500	-85%	-$11.9M	0.06%	192
2024 Q1	$13.3M	Buy	+278,100	New	+$11.9M	0.38%	45
2018 Q2	–	Sell	-16,958	Closed	-$1.18M	–	364
2018 Q1	$1.18M	Buy	+16,958	New	+$1.17M	0.02%	222
2017 Q2	–	Sell	-158,949	Closed	-$11.2M	–	475
2017 Q1	$11.2M	Sell	158,949 -2,343	-1%	-$169K	0.19%	123
2016 Q4	$11.8M	Sell	161,292 -102,589	-39%	-$6.54M	0.23%	128
2016 Q3	$13.8M	Sell	263,881 -26,712	-9%	-$1.29M	0.21%	112
2016 Q2	$11.9M	Sell	290,593 -272,413	-48%	-$12.9M	0.26%	99
2016 Q1	$33.7M	Buy	+563,006	New	+$29.9M	0.34%	83
2015 Q2	–	Sell	-368,170	Closed	-$24.8M	–	936
2015 Q1	$24.8M	Buy	+368,170	New	+$24.9M	0.24%	121

Other funds holding UAL

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS O'Connor's UAL Position: Q4 2025 in Review

UBS O'Connor opened a new position in United Airlines (UAL) in Q4 2025: 50,000 shares worth $5.59M. The stake represents 0.15% of the portfolio and ranks #48 among its holdings. This is a return to the name: UBS O'Connor previously reported a position in UAL as recently as Q3 2024.

UBS O'Connor first reported a position in UAL in Q1 2015 and has held it in 11 quarters since. The position peaked at $33.7M in Q1 2016. 1,020 funds tracked by Wall St. Rank hold UAL as of Q4 2025.

UBS O'Connor held 50,000 shares of United Airlines worth $5.59M as of Q4 2025.
United Airlines was a new UBS O'Connor position in Q4 2025.
United Airlines made up 0.15% of UBS O'Connor's portfolio in Q4 2025, its #48 holding.
UBS O'Connor first reported a position in United Airlines in Q1 2015 and has held it in 11 quarters since.
UBS O'Connor's United Airlines position peaked at $33.7M in Q1 2016.
1,020 funds tracked by Wall St. Rank held United Airlines as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.