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WFA Asset Management’s United Airlines UAL Stock Holding History

WFA Asset Management’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 		$1.71K Hold
30
– – ﹤0.01% 180
2025
Q2 		$1.46K Hold
30
– – ﹤0.01% 192
2025
Q1 		$1.44K Hold
30
– – ﹤0.01% 216
2024
Q4 		$2.91K Hold
30
– – ﹤0.01% 204
2024
Q3 		$1.71K Hold
30
– – ﹤0.01% 181
2024
Q2 		$1.46K Hold
30
– – ﹤0.01% 193
2024
Q1 		$1.44K Hold
30
– – ﹤0.01% 217
2023
Q4 		$1.24K Hold
30
– – ﹤0.01% 210
2023
Q3 		$1.27K Sell
30
-200
-87% -$10.1K ﹤0.01% 232
2023
Q2 		$12.6K Hold
230
– – 0.01% 172
2023
Q1 		$10.2K Hold
230
– – 0.01% 176
2022
Q4 		$8.67K Hold
230
– – 0.01% 162
2022
Q3 		$7.48K Hold
230
– – 0.01% 169
2022
Q2 		$8.15K Sell
230
-650
-74% -$28.5K 0.01% 160
2022
Q1 		$40.8K Buy
880
+550
+167% +$23.8K 0.03% 103
2021
Q4 		$14.4K Buy
+330
New +$15.3K 0.01% 135

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 $5.7T 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