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Clune & Associates’s United Airlines UAL Stock Holding History

Clune & Associates’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 		$515K Hold
3,787
– – 0.08% 118
2026
Q1 		$349K Hold
3,787
– – 0.07% 129
2025
Q4 		$423K Buy
3,787
+20
+0.5% +$2.02K 0.09% 122
2025
Q3 		$364K Hold
3,767
– – 0.09% 115
2025
Q2 		$300K Buy
3,767
+100
+3% +$7.37K 0.08% 122
2025
Q1 		$253K Hold
3,667
– – 0.08% 122
2024
Q4 		$356K Buy
+3,667
New +$310K 0.12% 112

Other funds holding UAL

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Clune & Associates's UAL Position: Q2 2026 in Review

Clune & Associates held its United Airlines (UAL) position steady in Q2 2026 at 3,787 shares worth $515K. The position accounts for 0.08% of the portfolio, ranked #118.

Clune & Associates first reported a position in UAL in Q4 2024 and has held it in 7 quarters since. 177 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Clune & Associates held 3,787 shares of United Airlines worth $515K as of Q2 2026.
  • Clune & Associates left its United Airlines share count unchanged in Q2 2026.
  • United Airlines made up 0.08% of Clune & Associates's portfolio in Q2 2026, its #118 holding.
  • Clune & Associates first reported a position in United Airlines in Q4 2024 and has held it in 7 quarters since.
  • 177 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.