Commonwealth Financial Services’s United Airlines UAL Stock Holding History

Commonwealth Financial Services’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	$208K	Buy	+1,533	New	+$159K	0.03%	288
2017 Q1	$25K	Hold	354	–	–	0.03%	133
2016 Q4	$27K	Hold	354	–	–	0.03%	118
2016 Q3	$19K	Hold	354	–	–	0.02%	131
2016 Q2	$15K	Hold	354	–	–	0.02%	152
2016 Q1	$21K	Hold	354	–	–	0.03%	115
2015 Q4	$20K	Hold	354	–	–	0.07%	111
2015 Q3	$19K	Buy	+354	New	+$20K	0.02%	118

Other funds holding UAL

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Commonwealth Financial Services's UAL Position: Q2 2026 in Review

Commonwealth Financial Services opened a new position in United Airlines (UAL) in Q2 2026: 1,533 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #288 among its holdings. This is a return to the name: Commonwealth Financial Services previously reported a position in UAL as recently as Q1 2017.

Commonwealth Financial Services first reported a position in UAL in Q3 2015 and has held it in 8 quarters since. 159 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Commonwealth Financial Services held 1,533 shares of United Airlines worth $208K as of Q2 2026.
United Airlines was a new Commonwealth Financial Services position in Q2 2026.
United Airlines made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #288 holding.
Commonwealth Financial Services first reported a position in United Airlines in Q3 2015 and has held it in 8 quarters since.
159 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.