CoreCap Advisors’s United Airlines UAL Stock Holding History

CoreCap Advisors’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	$9.5K	Buy	86 +56	+187%	+$6.6K	﹤0.01%	2070
2026 Q2	$4.08K	Sell	30 -63	-68%	-$6.53K	﹤0.01%	2333
2026 Q1	$8.56K	Sell	93 -28	-23%	-$2.93K	﹤0.01%	2000
2025 Q4	$13.5K	Hold	121	–	–	﹤0.01%	1836
2025 Q3	$11.7K	Buy	121 +115	+1,917%	+$11.1K	﹤0.01%	1877
2025 Q2	$478	Sell	6 -102	-94%	-$7.52K	﹤0.01%	2519
2025 Q1	$7.46K	Sell	108 -4,930	-98%	-$466K	﹤0.01%	1945
2024 Q4	$489K	Buy	5,038 +4,729	+1,530%	+$400K	0.02%	488
2024 Q3	$17.6K	Buy	+309	New	+$14.3K	﹤0.01%	1612
2024 Q2	–	Sell	-809	Closed	-$38.7K	–	2516
2024 Q1	$38.7K	Buy	+809	New	+$34.7K	﹤0.01%	1208
2022 Q4	$25.1K	Buy	+665	New	+$27K	﹤0.01%	1213
2022 Q3	–	Sell	-731	Closed	-$26K	–	1991
2022 Q2	$26K	Buy	+731	New	+$32.1K	﹤0.01%	1157
2022 Q1	–	Sell	-863	Closed	-$38K	–	1995
2021 Q4	$38K	Buy	+863	New	+$40K	﹤0.01%	1096

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

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

CoreCap Advisors's UAL Position: Q3 2026 in Review

CoreCap Advisors increased its United Airlines (UAL) stake by 187% in Q3 2026, buying an estimated $6.6K and bringing the position to 86 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

CoreCap Advisors first reported a position in UAL in Q4 2021 and has held it in 13 quarters since. The position peaked at $489K in Q4 2024. 210 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

CoreCap Advisors held 86 shares of United Airlines worth $9.5K as of Q3 2026.
CoreCap Advisors bought 56 United Airlines shares in Q3 2026, an estimated $6.6K.
United Airlines made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2070 holding.
CoreCap Advisors first reported a position in United Airlines in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's United Airlines position peaked at $489K in Q4 2024.
210 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.