CX Institutional
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CX Institutional’s United Airlines UAL Stock Holding History

CX Institutional’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 		$604K Buy
5,448
+477
+10% +$56.2K 0.02% 431
2026
Q2 		$676K Buy
4,971
+1,222
+33% +$127K 0.02% 396
2026
Q1 		$345K Sell
3,749
-363
-9% -$38K 0.01% 564
2025
Q4 		$460K Buy
4,112
+297
+8% +$30K 0.01% 445
2025
Q3 		$368K Buy
3,815
+177
+5% +$17K 0.01% 512
2025
Q2 		$290K Buy
3,638
+293
+9% +$21.6K 0.01% 516
2025
Q1 		$231K Buy
3,345
+140
+4% +$13.2K 0.01% 550
2024
Q4 		$311K Buy
+3,205
New +$271K 0.01% 430
2022
Q3 		– Sell
-311
Closed -$11K – 1088
2022
Q2 		$11K Buy
+311
New +$13.6K ﹤0.01% 937
2021
Q4 		– Sell
-1,266
Closed -$60K – 857
2021
Q3 		$60K Buy
1,266
+180
+17% +$8.48K ﹤0.01% 545
2021
Q2 		$57K Buy
1,086
+104
+11% +$5.77K ﹤0.01% 542
2021
Q1 		$57K Buy
982
+660
+205% +$32.2K 0.01% 466
2020
Q4 		$14K Sell
322
-334
-51% -$13.5K ﹤0.01% 685
2020
Q3 		$23K Buy
656
+558
+569% +$19.3K ﹤0.01% 518
2020
Q2 		$3K Buy
98
+62
+172% +$1.86K ﹤0.01% 729
2020
Q1 		$1K Buy
36
+20
+125% +$1.32K ﹤0.01% 758
2019
Q4 		$1K Sell
16
-39
-71% -$3.5K ﹤0.01% 725
2019
Q3 		$5K Buy
55
+5
+10% +$442 ﹤0.01% 594
2019
Q2 		$4K Buy
50
+34
+213% +$2.88K ﹤0.01% 671
2019
Q1 		$1K Buy
+16
New +$1.35K ﹤0.01% 770

Other funds holding UAL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CX Institutional's UAL Position: Q3 2026 in Review

CX Institutional increased its United Airlines (UAL) stake by 9.6% in Q3 2026, buying an estimated $56.2K and bringing the position to 5,448 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #431.

CX Institutional first reported a position in UAL in Q1 2019 and has held it in 20 quarters since. The position peaked at $676K in Q2 2026. 153 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • CX Institutional held 5,448 shares of United Airlines worth $604K as of Q3 2026.
  • CX Institutional bought 477 United Airlines shares in Q3 2026, an estimated $56.2K.
  • United Airlines made up 0.02% of CX Institutional's portfolio in Q3 2026, its #431 holding.
  • CX Institutional first reported a position in United Airlines in Q1 2019 and has held it in 20 quarters since.
  • CX Institutional's United Airlines position peaked at $676K in Q2 2026.
  • 153 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.