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Unique Wealth Strategies’s United Airlines UAL Stock Holding History

Unique Wealth Strategies’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
-4,041
Closed -$322K – 251
2025
Q2 		$322K Buy
+4,041
New +$298K 0.13% 176
2024
Q3 		– Sell
-290
Closed -$13.9K – 640
2024
Q2 		$13.9K Buy
+290
New +$14.6K 0.01% 288

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Unique Wealth Strategies's UAL Position: Q3 2025 in Review

Unique Wealth Strategies sold out of United Airlines (UAL) in Q3 2025, closing a stake of 4,041 shares — an estimated $322K sold.

Unique Wealth Strategies first reported a position in UAL in Q2 2024 and held it in 2 quarters. The position peaked at $322K in Q2 2025. 912 funds tracked by Wall St. Rank hold UAL as of Q3 2025.

  • Unique Wealth Strategies reported no remaining United Airlines position as of Q3 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 4,041 United Airlines shares in Q3 2025, an estimated $322K.
  • Unique Wealth Strategies first reported a position in United Airlines in Q2 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's United Airlines position peaked at $322K in Q2 2025.
  • 912 funds tracked by Wall St. Rank held United Airlines as of Q3 2025.

Based on Unique Wealth Strategies's 13F filing for Q3 2025, filed 14 Jul 2026.