Calamos Wealth Management
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Calamos Wealth Management’s United Airlines UAL Stock Holding History

Calamos 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
Q3 		$225K Buy
2,028
+541
+36% +$63.8K 0.01% 435
2026
Q2 		$202K Buy
+1,487
New +$154K 0.01% 439
2023
Q4 		– Sell
-133,100
Closed -$5.63M – 337
2023
Q3 		$5.63M Buy
133,100
+53,743
+68% +$2.72M 0.43% 63
2023
Q2 		$4.35M Sell
79,357
-474
-0.6% -$22.4K 0.32% 70
2023
Q1 		$3.53M Buy
+79,831
New +$3.83M 0.28% 74
2019
Q4 		– Sell
-12,253
Closed -$1.08M – 244
2019
Q3 		$1.08M Sell
12,253
-310
-2% -$27.4K 0.14% 113
2019
Q2 		$1.1M Buy
12,563
+4,399
+54% +$372K 0.15% 109
2019
Q1 		$651K Sell
8,164
-358
-4% -$30.2K 0.09% 147
2018
Q4 		$714K Sell
8,522
-2,101
-20% -$185K 0.11% 135
2018
Q3 		$946K Sell
10,623
-50
-0.5% -$4.12K 0.12% 116
2018
Q2 		$744K Sell
10,673
-170
-2% -$11.8K 0.09% 124
2018
Q1 		$754K Sell
10,843
-171
-2% -$11.8K 0.09% 130
2017
Q4 		$742K Sell
11,014
-278
-2% -$17.3K 0.1% 138
2017
Q3 		$687K Buy
+11,292
New +$752K 0.1% 154

Other funds holding UAL

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Calamos Wealth Management's UAL Position: Q3 2026 in Review

Calamos Wealth Management increased its United Airlines (UAL) stake by 36% in Q3 2026, buying an estimated $63.8K and bringing the position to 2,028 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #435.

Calamos Wealth Management first reported a position in UAL in Q3 2017 and has held it in 14 quarters since. The position peaked at $5.63M in Q3 2023. 541 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Calamos Wealth Management held 2,028 shares of United Airlines worth $225K as of Q3 2026.
  • Calamos Wealth Management bought 541 United Airlines shares in Q3 2026, an estimated $63.8K.
  • United Airlines made up 0.01% of Calamos Wealth Management's portfolio in Q3 2026, its #435 holding.
  • Calamos Wealth Management first reported a position in United Airlines in Q3 2017 and has held it in 14 quarters since.
  • Calamos Wealth Management's United Airlines position peaked at $5.63M in Q3 2023.
  • 541 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Calamos Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.