Aventura Private Wealth’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
$225K Buy
1,655
+700
+73% +$72.5K 0.07% 163
2026
Q1
$87.9K Sell
955
-510
-35% -$53.4K 0.03% 244
2025
Q4
$164K Sell
1,465
-355
-20% -$35.9K 0.06% 165
2025
Q3
$176K Buy
1,820
+1,320
+264% +$127K 0.06% 166
2025
Q2
$39.8K Hold
500
0.02% 304
2025
Q1
$34.5K Hold
500
0.02% 301
2024
Q4
$48.5K Buy
+500
New +$42.3K 0.03% 261

Other funds holding UAL

Aventura Private Wealth's UAL Position: Q2 2026 in Review

Aventura Private Wealth increased its United Airlines (UAL) stake by 73% in Q2 2026, buying an estimated $72.5K and bringing the position to 1,655 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #163.

Aventura Private Wealth first reported a position in UAL in Q4 2024 and has held it in 7 quarters since. 1,067 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Aventura Private Wealth held 1,655 shares of United Airlines worth $225K as of Q2 2026.
  • Aventura Private Wealth bought 700 United Airlines shares in Q2 2026, an estimated $72.5K.
  • United Airlines made up 0.07% of Aventura Private Wealth's portfolio in Q2 2026, its #163 holding.
  • Aventura Private Wealth first reported a position in United Airlines in Q4 2024 and has held it in 7 quarters since.
  • 1,067 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.