Belpointe Asset Management’s United Airlines UAL Stock Holding History

Belpointe Asset 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	$247K	Buy	+1,814	New	+$188K	0.01%	970
2026 Q1	–	Sell	-2,127	Closed	-$238K	–	1189
2025 Q4	$238K	Buy	+2,127	New	+$215K	0.01%	907
2023 Q2	–	Sell	-4,984	Closed	-$221K	–	3194
2023 Q1	$221K	Buy	4,984 +1,856	+59%	+$88.9K	0.01%	887
2022 Q4	$118K	Buy	+3,128	New	+$127K	0.01%	1154
2022 Q3	–	Sell	-15,664	Closed	-$555K	–	1235
2022 Q2	$555K	Buy	+15,664	New	+$687K	0.04%	445
2021 Q4	–	Sell	-3,450	Closed	-$164K	–	1253
2021 Q3	$164K	Sell	3,450 -85	-2%	-$4K	0.01%	942
2021 Q2	$185K	Sell	3,535 -1,234	-26%	-$68.4K	0.01%	861
2021 Q1	$275K	Buy	+4,769	New	+$233K	0.02%	626
2020 Q1	–	Sell	-5,868	Closed	-$517K	–	784
2019 Q4	$517K	Buy	5,868 +995	+20%	+$89.3K	0.07%	318
2019 Q3	$431K	Buy	+4,873	New	+$431K	0.07%	318
2019 Q1	–	Sell	-4,243	Closed	-$355K	–	564
2018 Q4	$355K	Sell	4,243 -1,404	-25%	-$123K	0.09%	244
2018 Q3	$503K	Buy	+5,647	New	+$466K	0.08%	263

Other funds holding UAL

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Belpointe Asset Management's UAL Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in United Airlines (UAL) in Q2 2026: 1,814 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #970 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in UAL as recently as Q4 2025.

Belpointe Asset Management first reported a position in UAL in Q3 2018 and has held it in 12 quarters since. The position peaked at $555K in Q2 2022. 388 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Belpointe Asset Management held 1,814 shares of United Airlines worth $247K as of Q2 2026.
United Airlines was a new Belpointe Asset Management position in Q2 2026.
United Airlines made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #970 holding.
Belpointe Asset Management first reported a position in United Airlines in Q3 2018 and has held it in 12 quarters since.
Belpointe Asset Management's United Airlines position peaked at $555K in Q2 2022.
388 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.