USA Financial Formulas’s United Airlines UAL Stock Holding History

USA Financial Formulas’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	-13	Closed	-$898	–	357
2025 Q1	$898	Sell	13 -9,493	-100%	-$896K	﹤0.01%	270
2024 Q4	$923K	Buy	+9,506	New	+$804K	0.15%	71
2023 Q4	–	Sell	-13,616	Closed	-$576K	–	547
2023 Q3	$576K	Hold	13,616	–	–	0.86%	32
2023 Q2	$747K	Sell	13,616 -2,499	-16%	-$118K	1.15%	33
2023 Q1	$713K	Buy	+16,115	New	+$772K	1.16%	34
2019 Q1	–	Sell	-40,034	Closed	-$3.56M	–	335
2018 Q4	$3.56M	Buy	+40,034	New	+$3.52M	0.89%	34
2017 Q3	–	Sell	-6,277	Closed	-$472K	–	333
2017 Q2	$472K	Sell	6,277 -32,183	-84%	-$2.43M	0.11%	171
2017 Q1	$2.72M	Buy	+38,460	New	+$2.78M	0.65%	59

Other funds holding UAL

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

USA Financial Formulas's UAL Position: Q2 2025 in Review

USA Financial Formulas sold out of United Airlines (UAL) in Q2 2025, closing a stake of 13 shares — an estimated $898 sold.

USA Financial Formulas first reported a position in UAL in Q1 2017 and held it in 8 quarters. The position peaked at $3.56M in Q4 2018. 866 funds tracked by Wall St. Rank hold UAL as of Q2 2025.

USA Financial Formulas reported no remaining United Airlines position as of Q2 2025 after selling out during the quarter.
USA Financial Formulas sold 13 United Airlines shares in Q2 2025, an estimated $898.
USA Financial Formulas first reported a position in United Airlines in Q1 2017 and held it in 8 quarters.
USA Financial Formulas's United Airlines position peaked at $3.56M in Q4 2018.
866 funds tracked by Wall St. Rank held United Airlines as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.