Winch Advisory Services’s United Airlines UAL Stock Holding History

Winch Advisory Services’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 Q4	–	Sell	-37	Closed	-$3.57K	–	518
2025 Q3	$3.57K	Hold	37	–	–	﹤0.01%	385
2025 Q2	$2.95K	Hold	37	–	–	﹤0.01%	383
2025 Q1	$2.56K	Sell	37 -356	-91%	-$33.6K	﹤0.01%	396
2024 Q4	$38.2K	Buy	+393	New	+$33.2K	0.01%	177
2023 Q3	–	Sell	-50	Closed	-$3K	–	453
2023 Q2	$3K	Hold	50	–	–	﹤0.01%	343
2023 Q1	$2K	Hold	50	–	–	﹤0.01%	368
2022 Q4	$2K	Hold	50	–	–	﹤0.01%	348
2022 Q3	$2K	Sell	50 -65	-57%	-$2.42K	﹤0.01%	339
2022 Q2	$4K	Sell	115 -161	-58%	-$7.07K	﹤0.01%	307
2022 Q1	$13K	Sell	276 -115	-29%	-$4.99K	﹤0.01%	232
2021 Q4	$17K	Hold	391	–	–	0.01%	226
2021 Q3	$19K	Hold	391	–	–	0.01%	213
2021 Q2	$20K	Hold	391	–	–	0.01%	199
2021 Q1	$22K	Sell	391 -141	-27%	-$6.89K	0.01%	171
2020 Q4	$23K	Hold	532	–	–	0.01%	149
2020 Q3	$18K	Sell	532 -44	-8%	-$1.52K	0.01%	154
2020 Q2	$20K	Buy	576 +331	+135%	+$9.93K	0.01%	136
2020 Q1	$8K	Buy	+245	New	+$16.2K	﹤0.01%	190
2015 Q1	–	Sell	-10,726	Closed	-$717K	–	317
2014 Q4	$717K	Buy	+10,726	New	+$594K	0.39%	30

Other funds holding UAL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Winch Advisory Services's UAL Position: Q4 2025 in Review

Winch Advisory Services sold out of United Airlines (UAL) in Q4 2025, closing a stake of 37 shares — an estimated $3.57K sold.

Winch Advisory Services first reported a position in UAL in Q4 2014 and held it in 19 quarters. The position peaked at $717K in Q4 2014. 1,020 funds tracked by Wall St. Rank hold UAL as of Q4 2025.

Winch Advisory Services reported no remaining United Airlines position as of Q4 2025 after selling out during the quarter.
Winch Advisory Services sold 37 United Airlines shares in Q4 2025, an estimated $3.57K.
Winch Advisory Services first reported a position in United Airlines in Q4 2014 and held it in 19 quarters.
Winch Advisory Services's United Airlines position peaked at $717K in Q4 2014.
1,020 funds tracked by Wall St. Rank held United Airlines as of Q4 2025.

Based on Winch Advisory Services's 13F filing for Q4 2025, filed 3 Feb 2026.