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Apella Capital’s United Airlines UAL Stock Holding History

Apella 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
Q2 		$243K Sell
1,892
-34,965
-95% -$3.62M ﹤0.01% 628
2026
Q1 		$3.75M Buy
36,857
+245
+0.7% +$25.7K 0.06% 190
2025
Q4 		$4.09M Sell
36,612
-5
-0% -$505 0.08% 144
2025
Q3 		$3.6M Buy
36,617
+108
+0.3% +$10.4K 0.08% 141
2025
Q2 		$2.96M Buy
36,509
+1,432
+4% +$106K 0.08% 138
2025
Q1 		$2.48M Sell
35,077
-5
-0% -$472 0.09% 123
2024
Q4 		$3.41M Sell
35,082
-1,404
-4% -$119K 0.13% 95
2024
Q3 		$2.03M Buy
36,486
+1,772
+5% +$82K 0.08% 104
2024
Q2 		$1.64M Buy
34,714
+4,159
+14% +$209K 0.07% 112
2024
Q1 		$1.33M Hold
30,555
– – 0.07% 121
2023
Q4 		$1.24M Sell
30,555
-78
-0.3% -$3.07K 0.07% 123
2023
Q3 		$1.3M Hold
30,633
– – 0.09% 99
2023
Q2 		$1.68M Buy
+30,633
New +$1.45M 0.12% 91
2022
Q4 		$1.15M Buy
30,555
+3,500
+13% +$142K 0.11% 100
2022
Q3 		$880K Hold
27,055
– – 0.1% 102
2022
Q2 		$958K Buy
27,055
+5
+0% +$219 0.11% 103
2022
Q1 		$1.25M Buy
+27,050
New +$1.17M 0.18% 80

Other funds holding UAL

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Apella Capital's UAL Position: Q2 2026 in Review

Apella Capital reduced its United Airlines (UAL) stake by 95% in Q2 2026, selling an estimated $3.62M and leaving 1,892 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Apella Capital first reported a position in UAL in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.09M in Q4 2025. 138 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Apella Capital held 1,892 shares of United Airlines worth $243K as of Q2 2026.
  • Apella Capital sold 34,965 United Airlines shares in Q2 2026, an estimated $3.62M.
  • United Airlines made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #628 holding.
  • Apella Capital first reported a position in United Airlines in Q1 2022 and has held it in 17 quarters since.
  • Apella Capital's United Airlines position peaked at $4.09M in Q4 2025.
  • 138 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.