AlphaCore Capital’s United Airlines UAL Stock Holding History

AlphaCore Capital’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	$687K	Buy	6,195 +759	+14%	+$89.5K	0.01%	660
2026 Q2	$739K	Buy	5,436 +2,813	+107%	+$291K	0.01%	547
2026 Q1	$242K	Buy	2,623 +792	+43%	+$83K	0.01%	773
2025 Q4	$205K	Buy	+1,831	New	+$185K	﹤0.01%	984
2020 Q2	–	Sell	-27	Closed	-$1K	–	288
2020 Q1	$1K	Buy	+27	New	+$1.78K	﹤0.01%	330

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

AlphaCore Capital's UAL Position: Q3 2026 in Review

AlphaCore Capital increased its United Airlines (UAL) stake by 14% in Q3 2026, buying an estimated $89.5K and bringing the position to 6,195 shares worth $687K. The position accounts for 0.01% of the portfolio, ranked #660.

AlphaCore Capital first reported a position in UAL in Q1 2020 and has held it in 5 quarters since. The position peaked at $739K in Q2 2026. 500 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

AlphaCore Capital held 6,195 shares of United Airlines worth $687K as of Q3 2026.
AlphaCore Capital bought 759 United Airlines shares in Q3 2026, an estimated $89.5K.
United Airlines made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #660 holding.
AlphaCore Capital first reported a position in United Airlines in Q1 2020 and has held it in 5 quarters since.
AlphaCore Capital's United Airlines position peaked at $739K in Q2 2026.
500 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.