Avidian Wealth Enterprises
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Avidian Wealth Enterprises’s United Airlines UAL Stock Holding History

Avidian Wealth Enterprises’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 		$999K Sell
9,007
-752
-8% -$88.6K 0.03% 333
2026
Q2 		$1.33M Buy
9,759
+1,211
+14% +$125K 0.04% 270
2026
Q1 		$787K Buy
8,548
+511
+6% +$53.5K 0.02% 334
2025
Q4 		$899K Buy
8,037
+86
+1% +$8.69K 0.03% 246
2025
Q3 		$767K Buy
7,951
+139
+2% +$13.4K 0.03% 270
2025
Q2 		$622K Buy
7,812
+79
+1% +$5.82K 0.03% 288
2025
Q1 		$534K Sell
7,733
-639
-8% -$60.3K 0.02% 298
2024
Q4 		$813K Sell
8,372
-165
-2% -$14K 0.04% 220
2024
Q3 		$487K Sell
8,537
-1,999
-19% -$92.5K 0.02% 298
2024
Q2 		$513K Buy
10,536
+2,005
+24% +$101K 0.02% 290
2024
Q1 		$408K Buy
8,531
+1,220
+17% +$52.3K 0.02% 298
2023
Q4 		$302K Buy
7,311
+700
+11% +$27.5K 0.02% 339
2023
Q3 		$280K Buy
6,611
+100
+2% +$5.06K 0.02% 335
2023
Q2 		$357K Hold
6,511
– – 0.02% 317
2023
Q1 		$288K Buy
6,511
+927
+17% +$44.4K 0.02% 389
2022
Q4 		$211K Sell
5,584
-2,315
-29% -$93.9K 0.01% 424
2022
Q3 		$257K Sell
7,899
-250
-3% -$9.3K 0.02% 351
2022
Q2 		$289K Buy
+8,149
New +$358K 0.02% 358

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

Avidian Wealth Enterprises's UAL Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its United Airlines (UAL) stake by 7.7% in Q3 2026, selling an estimated $88.6K and leaving 9,007 shares worth $999K. The position accounts for 0.03% of the portfolio, ranked #333.

Avidian Wealth Enterprises first reported a position in UAL in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.33M in Q2 2026. 494 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Avidian Wealth Enterprises held 9,007 shares of United Airlines worth $999K as of Q3 2026.
  • Avidian Wealth Enterprises sold 752 United Airlines shares in Q3 2026, an estimated $88.6K.
  • United Airlines made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #333 holding.
  • Avidian Wealth Enterprises first reported a position in United Airlines in Q2 2022 and has held it in 18 quarters since.
  • Avidian Wealth Enterprises's United Airlines position peaked at $1.33M in Q2 2026.
  • 494 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.