ZRP
UAL icon

Zynergy Retirement Planning’s United Airlines UAL Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-30
Closed -$2.91K – 99
2025
Q1 		$2.91K Hold
30
– – ﹤0.01% 98
2024
Q4 		$1.71K Hold
30
– – ﹤0.01% 95
2024
Q3 		$1.71K Hold
30
– – ﹤0.01% 95
2024
Q2 		$1.46K Buy
+30
New +$1.51K ﹤0.01% 112

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Zynergy Retirement Planning's UAL Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of United Airlines (UAL) in Q2 2025, closing a stake of 30 shares — an estimated $2.91K sold.

Zynergy Retirement Planning first reported a position in UAL in Q2 2024 and held it in 4 quarters. The position peaked at $2.91K in Q1 2025. 866 funds tracked by Wall St. Rank hold UAL as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining United Airlines position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 30 United Airlines shares in Q2 2025, an estimated $2.91K.
  • Zynergy Retirement Planning first reported a position in United Airlines in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's United Airlines position peaked at $2.91K in Q1 2025.
  • 866 funds tracked by Wall St. Rank held United Airlines as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.