Allworth Financial’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.13M | Sell |
15,692
-979
| -6% | -$101K | 0.01% | 509 |
|
|
2026
Q1 | $1.53M | Buy |
16,671
+2,139
| +15% | +$224K | 0.01% | 599 |
|
|
2025
Q4 | $1.63M | Buy |
14,532
+1,491
| +11% | +$151K | 0.01% | 565 |
|
|
2025
Q3 | $1.26M | Buy |
13,041
+2,202
| +20% | +$212K | 0.01% | 602 |
|
|
2025
Q2 | $863K | Buy |
10,839
+3,823
| +54% | +$282K | ﹤0.01% | 683 |
|
|
2025
Q1 | $484K | Buy |
7,016
+236
| +3% | +$22.3K | ﹤0.01% | 690 |
|
|
2024
Q4 | $732K | Sell |
6,780
-84
| -1% | -$7.1K | ﹤0.01% | 603 |
|
|
2024
Q3 | $392K | Buy |
6,864
+264
| +4% | +$12.2K | ﹤0.01% | 642 |
|
|
2024
Q2 | $316K | Buy |
6,600
+3
| +0% | +$151 | ﹤0.01% | 675 |
|
|
2024
Q1 | $316K | Buy |
6,597
+483
| +8% | +$20.7K | ﹤0.01% | 657 |
|
|
2023
Q4 | $252K | Buy |
6,114
+429
| +8% | +$16.9K | ﹤0.01% | 673 |
|
|
2023
Q3 | $240K | Sell |
5,685
-94
| -2% | -$4.75K | ﹤0.01% | 647 |
|
|
2023
Q2 | $317K | Sell |
5,779
-305
| -5% | -$14.4K | ﹤0.01% | 596 |
|
|
2023
Q1 | $269K | Buy |
6,084
+3,328
| +121% | +$159K | ﹤0.01% | 588 |
|
|
2022
Q4 | $104K | Sell |
2,756
-6
| -0.2% | -$243 | ﹤0.01% | 805 |
|
|
2022
Q3 | $90K | Sell |
2,762
-788
| -22% | -$29.3K | ﹤0.01% | 798 |
|
|
2022
Q2 | $126K | Sell |
3,550
-57
| -2% | -$2.5K | ﹤0.01% | 661 |
|
|
2022
Q1 | $167K | Buy |
3,607
+918
| +34% | +$39.8K | ﹤0.01% | 586 |
|
|
2021
Q4 | $118K | Buy |
2,689
+241
| +10% | +$11.2K | ﹤0.01% | 646 |
|
|
2021
Q3 | $116K | Buy |
2,448
+11
| +0.5% | +$518 | ﹤0.01% | 582 |
|
|
2021
Q2 | $127K | Sell |
2,437
-55
| -2% | -$3.05K | ﹤0.01% | 443 |
|
|
2021
Q1 | $143K | Buy |
2,492
+1,452
| +140% | +$70.9K | ﹤0.01% | 395 |
|
|
2020
Q4 | $45K | Buy |
1,040
+277
| +36% | +$11.2K | ﹤0.01% | 501 |
|
|
2020
Q3 | $27K | Buy |
763
+55
| +8% | +$1.9K | ﹤0.01% | 523 |
|
|
2020
Q2 | $25K | Sell |
708
-939
| -57% | -$28.2K | ﹤0.01% | 542 |
|
|
2020
Q1 | $52K | Buy |
+1,647
| New | +$109K | ﹤0.01% | 397 |
|
|
2018
Q1 | – | Sell |
-67
| Closed | -$5K | – | 876 |
|
|
2017
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 574 |
|
|
2017
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 603 |
|
|
2017
Q2 | $5K | Sell |
67
-49
| -42% | -$3.7K | ﹤0.01% | 584 |
|
|
2017
Q1 | $8K | Buy |
116
+49
| +73% | +$3.54K | ﹤0.01% | 477 |
|
|
2016
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 495 |
|
|
2016
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 537 |
|
|
2016
Q2 | $3K | Hold |
67
| – | – | ﹤0.01% | 517 |
|
|
2016
Q1 | $4K | Hold |
67
| – | – | ﹤0.01% | 481 |
|
|
2015
Q4 | $4K | Hold |
67
| – | – | ﹤0.01% | 478 |
|
|
2015
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 475 |
|
|
2015
Q2 | $4K | Hold |
67
| – | – | ﹤0.01% | 470 |
|
|
2015
Q1 | $5K | Buy |
+67
| New | +$4.54K | ﹤0.01% | 451 |
|
Other funds holding UAL
Allworth Financial's UAL Position: Q2 2026 in Review
Allworth Financial reduced its United Airlines (UAL) stake by 5.9% in Q2 2026, selling an estimated $101K and leaving 15,692 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #509.
Allworth Financial first reported a position in UAL in Q1 2015 and has held it in 38 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.
- Allworth Financial held 15,692 shares of United Airlines worth $2.13M as of Q2 2026.
- Allworth Financial sold 979 United Airlines shares in Q2 2026, an estimated $101K.
- United Airlines made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #509 holding.
- Allworth Financial first reported a position in United Airlines in Q1 2015 and has held it in 38 quarters since.
- 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.