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B. Riley Wealth Advisors’s United Airlines UAL Stock Holding History

B. Riley Wealth Advisors’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 		$334K Sell
2,467
-223
-8% -$23.1K 0.02% 590
2026
Q1 		$229K Sell
2,690
-418
-13% -$43.8K 0.01% 671
2025
Q4 		$348K Buy
+3,108
New +$314K 0.02% 653
2024
Q4 		$511K Sell
5,266
-1,131
-18% -$95.6K 0.02% 687
2024
Q3 		$361K Sell
6,397
-69
-1% -$3.19K 0.01% 872
2024
Q2 		$315K Buy
6,466
+1,242
+24% +$62.5K 0.01% 1012
2024
Q1 		$221K Sell
5,224
-447
-8% -$19.2K 0.01% 1214
2023
Q4 		$234K Buy
5,671
+447
+9% +$17.6K 0.01% 1172
2023
Q3 		$221K Sell
5,224
-832
-14% -$42.1K 0.01% 1214
2023
Q2 		$332K Buy
6,056
+1,089
+22% +$51.4K 0.01% 1064
2023
Q1 		$220K Sell
4,967
-1,002
-17% -$48K 0.01% 1242
2022
Q4 		$225K Sell
5,969
-325
-5% -$13.2K 0.01% 1190
2022
Q3 		$206K Buy
+6,294
New +$234K 0.01% 1213
2022
Q2 		– Sell
-5,196
Closed -$242K – 1390
2022
Q1 		$242K Sell
5,196
-2,208
-30% -$95.7K 0.01% 1125
2021
Q4 		$324K Sell
7,404
-515
-7% -$23.9K 0.01% 1027
2021
Q3 		$382K Sell
7,919
-194
-2% -$9.14K 0.01% 916
2021
Q2 		$430K Buy
8,113
+230
+3% +$12.8K 0.01% 842
2021
Q1 		$440K Buy
+7,883
New +$385K 0.02% 797
2020
Q2 		– Sell
-13,086
Closed -$413K – 902
2020
Q1 		$413K Buy
+13,086
New +$865K 0.04% 445
2015
Q1 		– Sell
-268
Closed -$18 – 1892
2014
Q4 		$18 Buy
+268
New +$14.8K ﹤0.01% 2603
2014
Q3 		– Sell
-1,350
Closed -$55.4K – 1802
2014
Q2 		$55.4K Buy
+1,350
New +$58.2K 0.01% 986

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

B. Riley Wealth Advisors's UAL Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its United Airlines (UAL) stake by 8.3% in Q2 2026, selling an estimated $23.1K and leaving 2,467 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #590.

B. Riley Wealth Advisors first reported a position in UAL in Q2 2014 and has held it in 21 quarters since. The position peaked at $511K in Q4 2024. 363 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • B. Riley Wealth Advisors held 2,467 shares of United Airlines worth $334K as of Q2 2026.
  • B. Riley Wealth Advisors sold 223 United Airlines shares in Q2 2026, an estimated $23.1K.
  • United Airlines made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #590 holding.
  • B. Riley Wealth Advisors first reported a position in United Airlines in Q2 2014 and has held it in 21 quarters since.
  • B. Riley Wealth Advisors's United Airlines position peaked at $511K in Q4 2024.
  • 363 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.