Elevation Wealth Partners’s United Airlines UAL Stock Holding History

Elevation Wealth Partners’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	$28.8K	Buy	212 +169	+393%	+$17.5K	0.01%	461
2026 Q1	$3.96K	Buy	43 +1	+2%	+$105	﹤0.01%	768
2025 Q4	$4.7K	Buy	42 +4	+11%	+$404	﹤0.01%	642
2025 Q3	$3.67K	Buy	+38	New	+$3.65K	﹤0.01%	533
2024 Q2	–	Sell	-19	Closed	-$910	–	539
2024 Q1	$910	Sell	19 -200	-91%	-$8.57K	﹤0.01%	433
2023 Q4	$9.26K	Buy	219 +100	+84%	+$3.93K	0.01%	338
2023 Q3	$5.03K	Hold	119	–	–	﹤0.01%	273
2023 Q2	$6.53K	Hold	119	–	–	0.01%	271
2023 Q1	$5.27K	Buy	+119	New	+$5.7K	﹤0.01%	284

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

Elevation Wealth Partners's UAL Position: Q2 2026 in Review

Elevation Wealth Partners increased its United Airlines (UAL) stake by 393% in Q2 2026, buying an estimated $17.5K and bringing the position to 212 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #461.

Elevation Wealth Partners first reported a position in UAL in Q1 2023 and has held it in 9 quarters since. 196 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Elevation Wealth Partners held 212 shares of United Airlines worth $28.8K as of Q2 2026.
Elevation Wealth Partners bought 169 United Airlines shares in Q2 2026, an estimated $17.5K.
United Airlines made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #461 holding.
Elevation Wealth Partners first reported a position in United Airlines in Q1 2023 and has held it in 9 quarters since.
196 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.