Empirical Wealth Management’s United Airlines UAL Stock Holding History

Empirical 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	$11.3M	Buy	82,819 +5,586	+7%	+$579K	0.16%	100
2026 Q1	$7.11M	Buy	77,233 +4,448	+6%	+$466K	0.12%	122
2025 Q4	$8.14M	Buy	72,785 +4,797	+7%	+$485K	0.15%	112
2025 Q3	$6.56M	Sell	67,988 -4,215	-6%	-$405K	0.13%	119
2025 Q2	$5.75M	Buy	72,203 +26,303	+57%	+$1.94M	0.13%	119
2025 Q1	$3.17M	Buy	+45,900	New	+$4.33M	0.08%	168

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Empirical Wealth Management increased its United Airlines (UAL) stake by 7.2% in Q2 2026, buying an estimated $579K and bringing the position to 82,819 shares worth $11.3M. The position accounts for 0.16% of the portfolio, ranked #100.

Empirical 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.

Empirical Wealth Management held 82,819 shares of United Airlines worth $11.3M as of Q2 2026.
Empirical Wealth Management bought 5,586 United Airlines shares in Q2 2026, an estimated $579K.
United Airlines made up 0.16% of Empirical Wealth Management's portfolio in Q2 2026, its #100 holding.
Empirical 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 Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.