Cerity Partners’s United Airlines UAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.2M Buy
133,006
+21,082
+19% +$2.21M 0.02% 605
2025
Q4
$12.5M Buy
111,924
+44,399
+66% +$4.49M 0.02% 556
2025
Q3
$6.52M Buy
67,525
+2,461
+4% +$237K 0.01% 758
2025
Q2
$5.18M Buy
65,064
+14,894
+30% +$1.1M 0.01% 790
2025
Q1
$3.61M Buy
50,170
+2,266
+5% +$214K 0.01% 860
2024
Q4
$4.26M Sell
47,904
-1,677
-3% -$142K 0.01% 777
2024
Q3
$2.83M Buy
49,581
+26,188
+112% +$1.21M 0.01% 938
2024
Q2
$1.14M Sell
23,393
-1,482
-6% -$74.6K ﹤0.01% 1166
2024
Q1
$1.19M Buy
24,875
+10,206
+70% +$437K ﹤0.01% 1199
2023
Q4
$605K Buy
14,669
+6,069
+71% +$239K ﹤0.01% 1192
2023
Q3
$364K Sell
8,600
-4,357
-34% -$220K ﹤0.01% 1083
2023
Q2
$711K Sell
12,957
-869
-6% -$41K ﹤0.01% 1044
2023
Q1
$19.4M Sell
13,826
-2,775
-17% -$133K 0.05% 239
2022
Q4
$626K Buy
16,601
+6,301
+61% +$256K ﹤0.01% 844
2022
Q3
$334K Buy
10,300
+829
+9% +$30.8K ﹤0.01% 850
2022
Q2
$318K Buy
9,471
+3,312
+54% +$145K ﹤0.01% 887
2022
Q1
$287K Sell
6,159
-2,034
-25% -$88.2K ﹤0.01% 737
2021
Q4
$360K Buy
8,193
+2,381
+41% +$110K 0.01% 714
2021
Q3
$276K Buy
5,812
+18
+0.3% +$848 0.01% 581
2021
Q2
$303K Buy
5,794
+1,160
+25% +$64.3K 0.01% 574
2021
Q1
$267K Sell
4,634
-255
-5% -$12.5K 0.01% 584
2020
Q4
$211K Buy
+4,889
New +$198K 0.01% 587

Other funds holding UAL

Cerity Partners's UAL Position: Q1 2026 in Review

Cerity Partners increased its United Airlines (UAL) stake by 19% in Q1 2026, buying an estimated $2.21M and bringing the position to 133,006 shares worth $12.2M. The position accounts for 0.02% of the portfolio, ranked #605.

Cerity Partners first reported a position in UAL in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.4M in Q1 2023. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Cerity Partners held 133,006 shares of United Airlines worth $12.2M as of Q1 2026.
  • Cerity Partners bought 21,082 United Airlines shares in Q1 2026, an estimated $2.21M.
  • United Airlines made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #605 holding.
  • Cerity Partners first reported a position in United Airlines in Q4 2020 and has held it in 22 quarters since.
  • Cerity Partners's United Airlines position peaked at $19.4M in Q1 2023.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.