Act Wealth Management’s United Airlines UAL Stock Holding History

Act 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	$437K	Hold	3,942	–	–	0.13%	37
2026 Q2	$536K	Sell	3,942 -349	-8%	-$36.2K	0.16%	35
2026 Q1	$395K	Hold	4,291	–	–	0.13%	39
2025 Q4	$480K	Buy	4,291 +1,617	+60%	+$163K	0.16%	33
2025 Q3	$258K	Sell	2,674 -1,048	-28%	-$101K	0.09%	44
2025 Q2	$296K	Buy	3,722 +547	+17%	+$40.3K	0.13%	38
2025 Q1	$219K	Sell	3,175 -1,000	-24%	-$94.4K	0.1%	42
2024 Q4	$405K	Hold	4,175	–	–	0.19%	28
2024 Q3	$238K	Hold	4,175	–	–	0.11%	38
2024 Q2	$203K	Sell	4,175 -960	-19%	-$48.3K	0.1%	41
2024 Q1	$246K	Buy	5,135 +2	+0%	+$86	0.12%	34
2023 Q4	$212K	Buy	+5,133	New	+$202K	0.11%	37
2023 Q3	–	Sell	-3,784	Closed	-$208K	–	44
2023 Q2	$208K	Buy	+3,784	New	+$179K	0.12%	39
2021 Q4	–	Sell	-4,211	Closed	-$220K	–	38
2021 Q3	$220K	Hold	4,211	–	–	0.14%	30
2021 Q2	$220K	Buy	4,211 +450	+12%	+$25K	0.14%	31
2021 Q1	$216K	Buy	+3,761	New	+$184K	0.14%	31

Other funds holding UAL

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

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

Act Wealth Management held its United Airlines (UAL) position steady in Q3 2026 at 3,942 shares worth $437K. The position accounts for 0.13% of the portfolio, ranked #37.

Act Wealth Management first reported a position in UAL in Q1 2021 and has held it in 16 quarters since. The position peaked at $536K in Q2 2026. 183 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

Act Wealth Management held 3,942 shares of United Airlines worth $437K as of Q3 2026.
Act Wealth Management left its United Airlines share count unchanged in Q3 2026.
United Airlines made up 0.13% of Act Wealth Management's portfolio in Q3 2026, its #37 holding.
Act Wealth Management first reported a position in United Airlines in Q1 2021 and has held it in 16 quarters since.
Act Wealth Management's United Airlines position peaked at $536K in Q2 2026.
183 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.