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 Q3	$420K	Hold	3,787	–	–	0.06%	119
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

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

Douglas Lane & Associates New York $7.46B AUM 24.36% 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

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

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Clune & Associates's UAL Position: Q3 2026 in Review

Clune & Associates held its United Airlines (UAL) position steady in Q3 2026 at 3,787 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #119.

Clune & Associates first reported a position in UAL in Q4 2024 and has held it in 8 quarters since. The position peaked at $515K in Q2 2026. 153 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

Clune & Associates held 3,787 shares of United Airlines worth $420K as of Q3 2026.
Clune & Associates left its United Airlines share count unchanged in Q3 2026.
United Airlines made up 0.06% of Clune & Associates's portfolio in Q3 2026, its #119 holding.
Clune & Associates first reported a position in United Airlines in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's United Airlines position peaked at $515K in Q2 2026.
153 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.