Brookstone Capital Management
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Brookstone Capital Management’s United Airlines UAL Stock Holding History

Brookstone Capital 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 		$237K Sell
2,138
-447
-17% -$52.7K ﹤0.01% 1199
2026
Q2 		$352K Sell
2,585
-1,143
-31% -$118K ﹤0.01% 1042
2026
Q1 		$343K Buy
3,728
+59
+2% +$6.18K ﹤0.01% 986
2025
Q4 		$410K Sell
3,669
-93
-2% -$9.4K ﹤0.01% 896
2025
Q3 		$363K Sell
3,762
-236
-6% -$22.7K ﹤0.01% 914
2025
Q2 		$318K Buy
3,998
+207
+5% +$15.2K ﹤0.01% 873
2025
Q1 		$262K Buy
3,791
+1,284
+51% +$121K ﹤0.01% 897
2024
Q4 		$243K Buy
+2,507
New +$212K ﹤0.01% 889
2021
Q4 		– Sell
-4,760
Closed -$228K – 805
2021
Q3 		$228K Sell
4,760
-4,469
-48% -$211K ﹤0.01% 667
2021
Q2 		$448K Sell
9,229
-1,282
-12% -$71.1K 0.01% 505
2021
Q1 		$605K Buy
10,511
+2,988
+40% +$146K 0.02% 330
2020
Q4 		$325K Buy
7,523
+811
+12% +$32.8K 0.01% 369
2020
Q3 		$233K Buy
+6,712
New +$232K 0.01% 381
2015
Q4 		– Sell
-200
Closed -$11K – 835
2015
Q3 		$11K Hold
200
– – ﹤0.01% 1069
2015
Q2 		$11K Buy
+200
New +$11.6K ﹤0.01% 1150

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management's UAL Position: Q3 2026 in Review

Brookstone Capital Management reduced its United Airlines (UAL) stake by 17% in Q3 2026, selling an estimated $52.7K and leaving 2,138 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Brookstone Capital Management first reported a position in UAL in Q2 2015 and has held it in 15 quarters since. The position peaked at $605K in Q1 2021. 210 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Brookstone Capital Management held 2,138 shares of United Airlines worth $237K as of Q3 2026.
  • Brookstone Capital Management sold 447 United Airlines shares in Q3 2026, an estimated $52.7K.
  • United Airlines made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #1199 holding.
  • Brookstone Capital Management first reported a position in United Airlines in Q2 2015 and has held it in 15 quarters since.
  • Brookstone Capital Management's United Airlines position peaked at $605K in Q1 2021.
  • 210 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.