Avondale Wealth Management’s United Airlines UAL Stock Holding History

Avondale 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	$938K	Sell	6,900 -3,750	-35%	-$388K	0.38%	28
2026 Q1	$981K	Buy	10,650 +1,200	+13%	+$126K	0.48%	30
2025 Q4	$1.06M	Sell	9,450 -1,000	-10%	-$101K	0.54%	25
2025 Q3	$1.01M	Sell	10,450 -7,250	-41%	-$697K	0.54%	25
2025 Q2	$1.41M	Buy	17,700 +1,000	+6%	+$73.7K	0.79%	22
2025 Q1	$1.15M	Sell	16,700 -300	-2%	-$28.3K	0.73%	22
2024 Q4	$1.65M	Sell	17,000 -2,750	-14%	-$232K	1.06%	17
2024 Q3	$1.13M	Buy	19,750 +3,000	+18%	+$139K	0.73%	18
2024 Q2	$815K	Buy	16,750 +2,500	+18%	+$126K	0.56%	21
2024 Q1	$682K	Hold	14,250	–	–	0.48%	22
2023 Q4	$588K	Buy	+14,250	New	+$560K	0.47%	23

Other funds holding UAL

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return