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 Q3	–	Sell	-87,500	Closed	-$165K	–	445
2025 Q2	$165K	Buy	+87,500	New	+$6.45M	﹤0.01%	299
2024 Q1	–	Sell	-333,900	Closed	-$30.5K	–	598
2023 Q4	$30.5K	Hold	333,900	–	–	﹤0.01%	433
2023 Q3	$57.3K	Hold	333,900	–	–	﹤0.01%	481
2023 Q2	$51.5K	Sell	333,900 -16,100	-5%	-$760K	﹤0.01%	507
2023 Q1	$214K	Sell	350,000 -11,200	-3%	-$537K	0.01%	512
2022 Q4	$534K	Hold	361,200	–	–	0.01%	611
2022 Q3	$976K	Hold	361,200	–	–	0.01%	751
2022 Q2	$1.12M	Hold	361,200	–	–	0.01%	747
2022 Q1	$690K	Buy	361,200 +350,000	+3,125%	+$15.2M	0.01%	732
2021 Q4	$145K	Buy	+11,200	New	+$519K	﹤0.01%	780
2021 Q1	–	Sell	-67,000	Closed	-$1K	–	927
2020 Q4	$1K	Sell	67,000 -20,000	-23%	-$809K	﹤0.01%	581
2020 Q3	$84K	Sell	87,000 -20,000	-19%	-$692K	﹤0.01%	297
2020 Q2	$262K	Buy	+107,000	New	+$3.21M	0.01%	336

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.