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Avestar Capital’s United Airlines UAL Stock Holding History

Avestar 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 		$228K Buy
+1,679
New +$174K 0.01% 504
2026
Q1 		– Sell
-1,856
Closed -$208K – 553
2025
Q4 		$208K Buy
+1,856
New +$188K 0.01% 456
2018
Q2 		– Sell
-15
Closed -$1K – 1005
2018
Q1 		$1K Sell
15
-8
-35% -$553 ﹤0.01% 782
2017
Q4 		$1K Buy
+23
New +$1.43K ﹤0.01% 725

Other funds holding UAL

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Avestar Capital's UAL Position: Q2 2026 in Review

Avestar Capital opened a new position in United Airlines (UAL) in Q2 2026: 1,679 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: Avestar Capital previously reported a position in UAL as recently as Q4 2025.

Avestar Capital first reported a position in UAL in Q4 2017 and has held it in 4 quarters since. 388 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Avestar Capital held 1,679 shares of United Airlines worth $228K as of Q2 2026.
  • United Airlines was a new Avestar Capital position in Q2 2026.
  • United Airlines made up 0.01% of Avestar Capital's portfolio in Q2 2026, its #504 holding.
  • Avestar Capital first reported a position in United Airlines in Q4 2017 and has held it in 4 quarters since.
  • 388 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.