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Waverly Advisors’s United Airlines UAL Stock Holding History

Waverly Advisors’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
2026
Q1 		$639K Buy
6,943
+2,711
+64% +$284K ﹤0.01% 971
2025
Q4 		$473K Buy
4,232
+1,716
+68% +$173K ﹤0.01% 1035
2025
Q3 		$243K Buy
+2,516
New +$242K ﹤0.01% 1126
2014
Q4 		– Sell
-3,135
Closed -$147K – 666
2014
Q3 		$147K Hold
3,135
– – 0.08% 106
2014
Q2 		$129K Hold
3,135
– – 0.05% 123
2014
Q1 		$140K Sell
3,135
-282
-8% -$12.7K 0.06% 118
2013
Q4 		$129K Buy
3,417
+3,135
+1,112% +$110K 0.05% 193
2013
Q3 		$9K Buy
+282
New +$9.07K ﹤0.01% 453

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Waverly Advisors's UAL Position: Q1 2026 in Review

Waverly Advisors increased its United Airlines (UAL) stake by 64% in Q1 2026, buying an estimated $284K and bringing the position to 6,943 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Waverly Advisors first reported a position in UAL in Q3 2013 and has held it in 8 quarters since. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Waverly Advisors held 6,943 shares of United Airlines worth $639K as of Q1 2026.
  • Waverly Advisors bought 2,711 United Airlines shares in Q1 2026, an estimated $284K.
  • United Airlines made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #971 holding.
  • Waverly Advisors first reported a position in United Airlines in Q3 2013 and has held it in 8 quarters since.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.