Ballentine Partners’s United Airlines UAL Stock Holding History

Ballentine Partners’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	$480K	Buy	3,530 +281	+9%	+$29.1K	0.01%	582
2026 Q1	$299K	Buy	3,249 +256	+9%	+$26.8K	﹤0.01%	741
2025 Q4	$335K	Buy	2,993 +169	+6%	+$17.1K	﹤0.01%	672
2025 Q3	$273K	Buy	2,824 +184	+7%	+$17.7K	﹤0.01%	768
2025 Q2	$210K	Buy	+2,640	New	+$194K	﹤0.01%	862
2025 Q1	–	Sell	-2,061	Closed	-$200K	–	997
2024 Q4	$200K	Buy	+2,061	New	+$174K	﹤0.01%	789

Other funds holding UAL

DLA

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

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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Ballentine Partners's UAL Position: Q2 2026 in Review

Ballentine Partners increased its United Airlines (UAL) stake by 8.6% in Q2 2026, buying an estimated $29.1K and bringing the position to 3,530 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #582.

Ballentine Partners first reported a position in UAL in Q4 2024 and has held it in 6 quarters since. 178 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Ballentine Partners held 3,530 shares of United Airlines worth $480K as of Q2 2026.
Ballentine Partners bought 281 United Airlines shares in Q2 2026, an estimated $29.1K.
United Airlines made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #582 holding.
Ballentine Partners first reported a position in United Airlines in Q4 2024 and has held it in 6 quarters since.
178 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.