WA
UAL icon

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
Q2 		$812K Sell
5,968
-975
-14% -$101K ﹤0.01% 965
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Waverly Advisors's UAL Position: Q2 2026 in Review

Waverly Advisors reduced its United Airlines (UAL) stake by 14% in Q2 2026, selling an estimated $101K and leaving 5,968 shares worth $812K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Waverly Advisors first reported a position in UAL in Q3 2013 and has held it in 9 quarters since. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Waverly Advisors held 5,968 shares of United Airlines worth $812K as of Q2 2026.
  • Waverly Advisors sold 975 United Airlines shares in Q2 2026, an estimated $101K.
  • United Airlines made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #965 holding.
  • Waverly Advisors first reported a position in United Airlines in Q3 2013 and has held it in 9 quarters since.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.