Elevation Wealth Partners
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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
Q3 		$33.6K Buy
303
+91
+43% +$10.7K 0.01% 499
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 +$3.66K ﹤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

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Elevation Wealth Partners's UAL Position: Q3 2026 in Review

Elevation Wealth Partners increased its United Airlines (UAL) stake by 43% in Q3 2026, buying an estimated $10.7K and bringing the position to 303 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #499.

Elevation Wealth Partners first reported a position in UAL in Q1 2023 and has held it in 10 quarters since. 440 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Elevation Wealth Partners held 303 shares of United Airlines worth $33.6K as of Q3 2026.
  • Elevation Wealth Partners bought 91 United Airlines shares in Q3 2026, an estimated $10.7K.
  • United Airlines made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #499 holding.
  • Elevation Wealth Partners first reported a position in United Airlines in Q1 2023 and has held it in 10 quarters since.
  • 440 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.