Diversified Trust’s United Airlines UAL Stock Holding History

Diversified Trust’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	$351K	Buy	2,578 +51	+2%	+$5.28K	0.01%	866
2026 Q1	$233K	Buy	2,527 +196	+8%	+$20.5K	﹤0.01%	922
2025 Q4	$261K	Buy	2,331 +20	+0.9%	+$2.02K	﹤0.01%	871
2025 Q3	$223K	Buy	+2,311	New	+$222K	﹤0.01%	896
2023 Q1	–	Sell	-10,396	Closed	-$392K	–	918
2022 Q4	$392K	Buy	10,396 +1,713	+20%	+$69.5K	0.02%	493
2022 Q3	$282K	Buy	+8,683	New	+$323K	0.01%	565

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust's UAL Position: Q2 2026 in Review

Diversified Trust increased its United Airlines (UAL) stake by 2% in Q2 2026, buying an estimated $5.28K and bringing the position to 2,578 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #866.

Diversified Trust first reported a position in UAL in Q3 2022 and has held it in 6 quarters since. The position peaked at $392K in Q4 2022. 191 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Diversified Trust held 2,578 shares of United Airlines worth $351K as of Q2 2026.
Diversified Trust bought 51 United Airlines shares in Q2 2026, an estimated $5.28K.
United Airlines made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #866 holding.
Diversified Trust first reported a position in United Airlines in Q3 2022 and has held it in 6 quarters since.
Diversified Trust's United Airlines position peaked at $392K in Q4 2022.
191 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.