Accurate Wealth Management
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Accurate Wealth Management’s United Airlines UAL Stock Holding History

Accurate Wealth Management’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 		– Sell
-1,703
Closed -$215K – 632
2026
Q2 		$215K Buy
+1,703
New +$176K 0.02% 535
2023
Q1 		– Sell
-70
Closed -$3.2K – 1381
2022
Q4 		$3.2K Buy
+70
New +$2.84K ﹤0.01% 1100

Other funds holding UAL

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Accurate Wealth Management's UAL Position: Q3 2026 in Review

Accurate Wealth Management sold out of United Airlines (UAL) in Q3 2026, closing a stake of 1,703 shares — an estimated $215K sold.

Accurate Wealth Management first reported a position in UAL in Q4 2022 and held it in 2 quarters. The position peaked at $215K in Q2 2026. 385 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Accurate Wealth Management reported no remaining United Airlines position as of Q3 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 1,703 United Airlines shares in Q3 2026, an estimated $215K.
  • Accurate Wealth Management first reported a position in United Airlines in Q4 2022 and held it in 2 quarters.
  • Accurate Wealth Management's United Airlines position peaked at $215K in Q2 2026.
  • 385 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.