Beaird Harris Wealth Management’s United Airlines UAL Stock Holding History

Beaird Harris 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	$550	Hold	4	–	–	﹤0.01%	600
2026 Q1	$372	Hold	4	–	–	﹤0.01%	586
2025 Q4	$452	Hold	4	–	–	﹤0.01%	602
2025 Q3	$390	Buy	+4	New	+$385	﹤0.01%	627
2025 Q1	–	Sell	-20	Closed	-$1.94K	–	538
2024 Q4	$1.94K	Hold	20	–	–	﹤0.01%	444
2024 Q3	$1.14K	Hold	20	–	–	﹤0.01%	474
2024 Q2	$974	Hold	20	–	–	﹤0.01%	598
2024 Q1	$958	Hold	20	–	–	﹤0.01%	543
2023 Q4	$826	Hold	20	–	–	﹤0.01%	534
2023 Q3	$846	Hold	20	–	–	﹤0.01%	398
2023 Q2	$1.1K	Hold	20	–	–	﹤0.01%	390
2023 Q1	$885	Sell	20 -90	-82%	-$4.31K	﹤0.01%	418
2022 Q4	$4.15K	Buy	110 +90	+450%	+$3.65K	﹤0.01%	451
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	467
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	387
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	582
2021 Q4	$1K	Buy	+20	New	+$928	﹤0.01%	628

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Beaird Harris Wealth Management's UAL Position: Q2 2026 in Review

Beaird Harris Wealth Management held its United Airlines (UAL) position steady in Q2 2026 at 4 shares worth $550. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Beaird Harris Wealth Management first reported a position in UAL in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.15K in Q4 2022. 196 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Beaird Harris Wealth Management held 4 shares of United Airlines worth $550 as of Q2 2026.
Beaird Harris Wealth Management left its United Airlines share count unchanged in Q2 2026.
United Airlines made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #600 holding.
Beaird Harris Wealth Management first reported a position in United Airlines in Q4 2021 and has held it in 17 quarters since.
Beaird Harris Wealth Management's United Airlines position peaked at $4.15K in Q4 2022.
196 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.