Aprio Wealth Management
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Aprio Wealth Management’s United Airlines UAL Stock Holding History

Aprio 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 		$579K Sell
5,217
-13
-0.2% -$1.53K 0.03% 380
2026
Q2 		$711K Buy
5,230
+1,343
+35% +$139K 0.04% 303
2026
Q1 		$358K Buy
3,887
+1,391
+56% +$146K 0.02% 446
2025
Q4 		$335K Buy
2,496
+12
+0.5% +$1.21K 0.02% 412
2025
Q3 		$240K Buy
+2,484
New +$239K 0.02% 380

Other funds holding UAL

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Aprio Wealth Management reduced its United Airlines (UAL) stake by 0.25% in Q3 2026, selling an estimated $1.53K and leaving 5,217 shares worth $579K. The position accounts for 0.03% of the portfolio, ranked #380.

Aprio Wealth Management first reported a position in UAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $711K in Q2 2026. 548 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Aprio Wealth Management held 5,217 shares of United Airlines worth $579K as of Q3 2026.
  • Aprio Wealth Management sold 13 United Airlines shares in Q3 2026, an estimated $1.53K.
  • United Airlines made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #380 holding.
  • Aprio Wealth Management first reported a position in United Airlines in Q3 2025 and has held it in 5 quarters since.
  • Aprio Wealth Management's United Airlines position peaked at $711K in Q2 2026.
  • 548 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.