E&G Advisors’s United Airlines UAL Stock Holding History

E&G 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 Q2	$281K	Buy	+2,064	New	+$214K	0.05%	204
2026 Q1	–	Sell	-1,848	Closed	-$207K	–	244
2025 Q4	$207K	Buy	+1,848	New	+$187K	0.05%	221
2023 Q3	–	Sell	-4,200	Closed	-$230K	–	200
2023 Q2	$230K	Buy	+4,200	New	+$198K	0.08%	183
2022 Q4	–	Sell	-6,800	Closed	-$221K	–	206
2022 Q3	$221K	Sell	6,800 -1,200	-15%	-$44.6K	0.08%	185
2022 Q2	$283K	Hold	8,000	–	–	0.1%	166
2022 Q1	$371K	Hold	8,000	–	–	0.1%	160
2021 Q4	$350K	Hold	8,000	–	–	0.09%	164
2021 Q3	$381K	Buy	+8,000	New	+$377K	0.1%	151
2021 Q2	–	Sell	-8,258	Closed	-$458K	–	146
2021 Q1	$475K	Hold	8,258	–	–	0.14%	129
2020 Q4	$357K	Hold	8,258	–	–	0.11%	142
2020 Q3	$287K	Hold	8,258	–	–	0.1%	147
2020 Q2	$286K	Buy	8,258 +158	+2%	+$4.74K	0.11%	142
2020 Q1	$256K	Sell	8,100 -800	-9%	-$52.9K	0.13%	142
2019 Q4	$784K	Hold	8,900	–	–	0.29%	83
2019 Q3	$787K	Hold	8,900	–	–	0.32%	82
2019 Q2	$779K	Sell	8,900 -2,300	-21%	-$195K	0.33%	77
2019 Q1	$894K	Sell	11,200 -2,900	-21%	-$245K	0.39%	70
2018 Q4	$1.18M	Hold	14,100	–	–	0.53%	46
2018 Q3	$1.26M	Sell	14,100 -2,900	-17%	-$239K	0.48%	48
2018 Q2	$1.19M	Buy	17,000 +900	+6%	+$62.5K	0.5%	39
2018 Q1	$1.12M	Buy	16,100 +6,300	+64%	+$435K	0.48%	46
2017 Q4	$661K	Sell	9,800 -500	-5%	-$31.2K	0.28%	80
2017 Q3	$627K	Hold	10,300	–	–	0.28%	78
2017 Q2	$775K	Sell	10,300 -2,800	-21%	-$211K	0.37%	61
2017 Q1	$925K	Hold	13,100	–	–	0.47%	51
2016 Q4	$955K	Buy	+13,100	New	+$835K	0.57%	43

Other funds holding UAL

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

E&G Advisors's UAL Position: Q2 2026 in Review

E&G Advisors opened a new position in United Airlines (UAL) in Q2 2026: 2,064 shares worth $281K. The stake represents 0.05% of the portfolio and ranks #204 among its holdings. This is a return to the name: E&G Advisors previously reported a position in UAL as recently as Q4 2025.

E&G Advisors first reported a position in UAL in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.26M in Q3 2018. 388 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

E&G Advisors held 2,064 shares of United Airlines worth $281K as of Q2 2026.
United Airlines was a new E&G Advisors position in Q2 2026.
United Airlines made up 0.05% of E&G Advisors's portfolio in Q2 2026, its #204 holding.
E&G Advisors first reported a position in United Airlines in Q4 2016 and has held it in 26 quarters since.
E&G Advisors's United Airlines position peaked at $1.26M in Q3 2018.
388 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.