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 Q3	–	Sell	-1,533	Closed	-$208K	–	355
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

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Commonwealth Financial Services's UAL Position: Q3 2026 in Review

Commonwealth Financial Services sold out of United Airlines (UAL) in Q3 2026, closing a stake of 1,533 shares — an estimated $208K sold.

Commonwealth Financial Services first reported a position in UAL in Q3 2015 and held it in 8 quarters. The position peaked at $208K in Q2 2026. 141 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

Commonwealth Financial Services reported no remaining United Airlines position as of Q3 2026 after selling out during the quarter.
Commonwealth Financial Services sold 1,533 United Airlines shares in Q3 2026, an estimated $208K.
Commonwealth Financial Services first reported a position in United Airlines in Q3 2015 and held it in 8 quarters.
Commonwealth Financial Services's United Airlines position peaked at $208K in Q2 2026.
141 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.