Axxcess Wealth Management
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Axxcess Wealth Management’s United Airlines UAL Stock Holding History

Axxcess 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
Q3 		$771K Buy
6,945
+1,756
+34% +$207K 0.03% 446
2026
Q2 		$706K Buy
+5,189
New +$537K 0.01% 620
2026
Q1 		– Sell
-5,285
Closed -$591K – 956
2025
Q4 		$591K Sell
5,285
-3,597
-40% -$363K 0.01% 649
2025
Q3 		$857K Sell
8,882
-2,898
-25% -$279K 0.02% 482
2025
Q2 		$938K Buy
11,780
+2,684
+30% +$198K 0.02% 443
2025
Q1 		$628K Buy
9,096
+3,543
+64% +$335K 0.02% 495
2024
Q4 		$539K Buy
5,553
+318
+6% +$26.9K 0.01% 530
2024
Q3 		$299K Hold
5,235
– – 0.01% 693
2024
Q2 		$255K Hold
5,235
– – 0.01% 705
2024
Q1 		$251K Hold
5,235
– – 0.01% 735
2023
Q4 		$216K Buy
+5,235
New +$206K 0.01% 756

Other funds holding UAL

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Axxcess Wealth Management's UAL Position: Q3 2026 in Review

Axxcess Wealth Management increased its United Airlines (UAL) stake by 34% in Q3 2026, buying an estimated $207K and bringing the position to 6,945 shares worth $771K. The position accounts for 0.03% of the portfolio, ranked #446.

Axxcess Wealth Management first reported a position in UAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $938K in Q2 2025. 300 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Axxcess Wealth Management held 6,945 shares of United Airlines worth $771K as of Q3 2026.
  • Axxcess Wealth Management bought 1,756 United Airlines shares in Q3 2026, an estimated $207K.
  • United Airlines made up 0.03% of Axxcess Wealth Management's portfolio in Q3 2026, its #446 holding.
  • Axxcess Wealth Management first reported a position in United Airlines in Q4 2023 and has held it in 11 quarters since.
  • Axxcess Wealth Management's United Airlines position peaked at $938K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.