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Advus Financial Partners, LLC’s United Airlines UAL Stock Holding History

Advus Financial Partners, LLC’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 		$298K Sell
2,188
-512
-19% -$53K 0.07% 195
2026
Q1 		$249K Buy
2,700
+94
+4% +$9.85K 0.06% 211
2025
Q4 		$291K Sell
2,606
-888
-25% -$89.7K 0.07% 189
2025
Q3 		$337K Buy
+3,494
New +$336K 0.08% 180

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

Advus Financial Partners, LLC's UAL Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its United Airlines (UAL) stake by 19% in Q2 2026, selling an estimated $53K and leaving 2,188 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #195.

Advus Financial Partners, LLC first reported a position in UAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $337K in Q3 2025. 1,067 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Advus Financial Partners, LLC held 2,188 shares of United Airlines worth $298K as of Q2 2026.
  • Advus Financial Partners, LLC sold 512 United Airlines shares in Q2 2026, an estimated $53K.
  • United Airlines made up 0.07% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #195 holding.
  • Advus Financial Partners, LLC first reported a position in United Airlines in Q3 2025 and has held it in 4 quarters since.
  • Advus Financial Partners, LLC's United Airlines position peaked at $337K in Q3 2025.
  • 1,067 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.