Rothwell Investment Advisors, LLC’s United Airlines UAL Stock Holding History

Rothwell Investment Advisors, 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 Q3	$138K	Buy	+1,242	New	+$146K	0.07%	234

Other funds holding UAL

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothwell Investment Advisors, LLC's UAL Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in United Airlines (UAL) in Q3 2026: 1,242 shares worth $138K. The stake represents 0.07% of the portfolio and ranks #234 among its holdings.

494 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,242 shares of United Airlines worth $138K as of Q3 2026.
United Airlines was a new Rothwell Investment Advisors, LLC position in Q3 2026.
United Airlines made up 0.07% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #234 holding.
494 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.