Cherry Tree Wealth Management’s United Airlines UAL Stock Holding History

Cherry Tree 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	$444	Hold	4	–	–	﹤0.01%	559
2026 Q2	$544	Hold	4	–	–	﹤0.01%	567
2026 Q1	$369	Hold	4	–	–	﹤0.01%	568
2025 Q4	$448	Hold	4	–	–	﹤0.01%	569
2025 Q3	$386	Hold	4	–	–	﹤0.01%	572
2025 Q2	$319	Hold	4	–	–	﹤0.01%	591
2025 Q1	$277	Hold	4	–	–	﹤0.01%	745
2024 Q4	$389	Hold	4	–	–	﹤0.01%	621
2024 Q3	$229	Hold	4	–	–	﹤0.01%	606
2024 Q2	$195	Hold	4	–	–	﹤0.01%	590
2024 Q1	$192	Hold	4	–	–	﹤0.01%	588
2023 Q4	$166	Hold	4	–	–	﹤0.01%	586
2023 Q3	$170	Hold	4	–	–	﹤0.01%	578
2023 Q2	$220	Buy	+4	New	+$189	﹤0.01%	590

Other funds holding UAL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Archon Partners Princeton Junction, New Jersey $968M AUM 10.55% 1-Year Est. Return

Cherry Tree Wealth Management's UAL Position: Q3 2026 in Review

Cherry Tree Wealth Management held its United Airlines (UAL) position steady in Q3 2026 at 4 shares worth $444. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Cherry Tree Wealth Management first reported a position in UAL in Q2 2023 and has held it in 14 quarters since. The position peaked at $544 in Q2 2026. 279 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

Cherry Tree Wealth Management held 4 shares of United Airlines worth $444 as of Q3 2026.
Cherry Tree Wealth Management left its United Airlines share count unchanged in Q3 2026.
United Airlines made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #559 holding.
Cherry Tree Wealth Management first reported a position in United Airlines in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's United Airlines position peaked at $544 in Q2 2026.
279 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.