Apella Capital
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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
Q3 		$4.17M Buy
37,809
+35,917
+1,898% +$4.23M 0.05% 195
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Apella Capital's UAL Position: Q3 2026 in Review

Apella Capital increased its United Airlines (UAL) stake by 1,898% in Q3 2026, buying an estimated $4.23M and bringing the position to 37,809 shares worth $4.17M. The position accounts for 0.05% of the portfolio, ranked #195.

Apella Capital first reported a position in UAL in Q1 2022 and has held it in 18 quarters since. 153 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Apella Capital held 37,809 shares of United Airlines worth $4.17M as of Q3 2026.
  • Apella Capital bought 35,917 United Airlines shares in Q3 2026, an estimated $4.23M.
  • United Airlines made up 0.05% of Apella Capital's portfolio in Q3 2026, its #195 holding.
  • Apella Capital first reported a position in United Airlines in Q1 2022 and has held it in 18 quarters since.
  • 153 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.