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Dogwood Wealth Management’s United Airlines UAL Stock Holding History

Dogwood Wealth Management’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 		$10.5K Buy
77
+13
+20% +$1.35K ﹤0.01% 377
2026
Q1 		$5.89K Buy
64
+2
+3% +$210 ﹤0.01% 437
2025
Q4 		$6.93K Buy
62
+2
+3% +$202 ﹤0.01% 365
2025
Q3 		$5.79K Buy
60
+2
+3% +$192 ﹤0.01% 372
2025
Q2 		$4.71K Buy
58
+35
+152% +$2.58K ﹤0.01% 448
2025
Q1 		$1.59K Buy
+23
New +$2.17K ﹤0.01% 384

Other funds holding UAL

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
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
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Dogwood Wealth Management's UAL Position: Q2 2026 in Review

Dogwood Wealth Management increased its United Airlines (UAL) stake by 20% in Q2 2026, buying an estimated $1.35K and bringing the position to 77 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Dogwood Wealth Management first reported a position in UAL in Q1 2025 and has held it in 6 quarters since. 196 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Dogwood Wealth Management held 77 shares of United Airlines worth $10.5K as of Q2 2026.
  • Dogwood Wealth Management bought 13 United Airlines shares in Q2 2026, an estimated $1.35K.
  • United Airlines made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #377 holding.
  • Dogwood Wealth Management first reported a position in United Airlines in Q1 2025 and has held it in 6 quarters since.
  • 196 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.