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Avior Wealth Management’s United Airlines UAL Stock Holding History

Avior 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
Q2 		$430K Buy
3,164
+453
+17% +$46.9K 0.01% 552
2026
Q1 		$250K Buy
2,711
+608
+29% +$63.7K 0.01% 734
2025
Q4 		$235K Buy
+2,103
New +$213K 0.01% 684
2025
Q1 		– Sell
-1,707
Closed -$166K – 2227
2024
Q4 		$166K Buy
1,707
+93
+6% +$7.86K 0.01% 755
2024
Q3 		$92.1K Sell
1,614
-15
-0.9% -$694 ﹤0.01% 907
2024
Q2 		$79.3K Sell
1,629
-211
-11% -$10.6K ﹤0.01% 938
2024
Q1 		$88.1K Buy
1,840
+711
+63% +$30.5K ﹤0.01% 1018
2023
Q4 		$46.6K Sell
1,129
-27
-2% -$1.06K ﹤0.01% 740
2023
Q3 		$48.9K Buy
1,156
+71
+7% +$3.59K ﹤0.01% 763
2023
Q2 		$59.5K Hold
1,085
– – ﹤0.01% 724
2023
Q1 		$48K Buy
1,085
+928
+591% +$44.5K ﹤0.01% 777
2022
Q4 		$5.92K Hold
157
– – ﹤0.01% 929
2022
Q3 		$5K Sell
157
-277
-64% -$10.3K ﹤0.01% 944
2022
Q2 		$15K Buy
434
+296
+214% +$13K ﹤0.01% 716
2022
Q1 		$6K Sell
138
-215
-61% -$9.32K ﹤0.01% 895
2021
Q4 		$15K Buy
353
+47
+15% +$2.18K ﹤0.01% 756
2021
Q3 		$14K Buy
306
+115
+60% +$5.42K ﹤0.01% 730
2021
Q2 		$9K Sell
191
-64
-25% -$3.55K ﹤0.01% 767
2021
Q1 		$14K Buy
255
+155
+155% +$7.57K ﹤0.01% 713
2020
Q4 		$4K Hold
100
– – ﹤0.01% 819
2020
Q3 		$3K Buy
+100
New +$3.46K ﹤0.01% 807
2020
Q1 		– Sell
-150
Closed -$13K – 895
2019
Q4 		$13K Hold
150
– – ﹤0.01% 583
2019
Q3 		$13K Hold
150
– – ﹤0.01% 569
2019
Q2 		$13K Hold
150
– – ﹤0.01% 572
2019
Q1 		$11K Hold
150
– – ﹤0.01% 524
2018
Q4 		$12K Hold
150
– – ﹤0.01% 561
2018
Q3 		$13K Hold
150
– – ﹤0.01% 563
2018
Q2 		$10K Hold
150
– – ﹤0.01% 585
2018
Q1 		$10K Hold
150
– – ﹤0.01% 583
2017
Q4 		$10K Hold
150
– – ﹤0.01% 596
2017
Q3 		$9K Hold
150
– – ﹤0.01% 346
2017
Q2 		$11K Hold
150
– – ﹤0.01% 305
2017
Q1 		$11K Buy
+150
New +$10.8K ﹤0.01% 342

Other funds holding UAL

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Avior Wealth Management's UAL Position: Q2 2026 in Review

Avior Wealth Management increased its United Airlines (UAL) stake by 17% in Q2 2026, buying an estimated $46.9K and bringing the position to 3,164 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #552.

Avior Wealth Management first reported a position in UAL in Q1 2017 and has held it in 33 quarters since. 216 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Avior Wealth Management held 3,164 shares of United Airlines worth $430K as of Q2 2026.
  • Avior Wealth Management bought 453 United Airlines shares in Q2 2026, an estimated $46.9K.
  • United Airlines made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #552 holding.
  • Avior Wealth Management first reported a position in United Airlines in Q1 2017 and has held it in 33 quarters since.
  • 216 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.