Aaron Wealth Advisors’s United Airlines UAL Stock Holding History

Aaron Wealth Advisors’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	$803K	Buy	7,235 +891	+14%	+$105K	0.04%	313
2026 Q2	$863K	Sell	6,344 -1,393	-18%	-$144K	0.04%	288
2026 Q1	$712K	Sell	7,737 -3,061	-28%	-$321K	0.04%	303
2025 Q4	$1.21M	Buy	10,798 +4,764	+79%	+$481K	0.07%	212
2025 Q3	$582K	Buy	6,034 +1,674	+38%	+$161K	0.03%	368
2025 Q2	$347K	Buy	4,360 +1,253	+40%	+$92.3K	0.04%	324
2025 Q1	$215K	Buy	3,107 +736	+31%	+$69.5K	0.02%	417
2024 Q4	$230K	Buy	+2,371	New	+$200K	0.03%	397
2022 Q2	–	Sell	-590	Closed	-$27.4K	–	804
2022 Q1	$27.4K	Buy	+590	New	+$25.6K	0.01%	567

Other funds holding UAL

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

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aaron Wealth Advisors's UAL Position: Q3 2026 in Review

Aaron Wealth Advisors increased its United Airlines (UAL) stake by 14% in Q3 2026, buying an estimated $105K and bringing the position to 7,235 shares worth $803K. The position accounts for 0.04% of the portfolio, ranked #313.

Aaron Wealth Advisors first reported a position in UAL in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.21M in Q4 2025. 217 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

Aaron Wealth Advisors held 7,235 shares of United Airlines worth $803K as of Q3 2026.
Aaron Wealth Advisors bought 891 United Airlines shares in Q3 2026, an estimated $105K.
United Airlines made up 0.04% of Aaron Wealth Advisors's portfolio in Q3 2026, its #313 holding.
Aaron Wealth Advisors first reported a position in United Airlines in Q1 2022 and has held it in 9 quarters since.
Aaron Wealth Advisors's United Airlines position peaked at $1.21M in Q4 2025.
217 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.