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 Q3	$10M	Buy	89,884 +7,065	+9%	+$833K	0.14%	116
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

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Empirical Wealth Management's UAL Position: Q3 2026 in Review

Empirical Wealth Management increased its United Airlines (UAL) stake by 8.5% in Q3 2026, buying an estimated $833K and bringing the position to 89,884 shares worth $10M. The position accounts for 0.14% of the portfolio, ranked #116.

Empirical Wealth Management first reported a position in UAL in Q1 2025 and has held it in 7 quarters since. The position peaked at $11.3M in Q2 2026. 542 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

Empirical Wealth Management held 89,884 shares of United Airlines worth $10M as of Q3 2026.
Empirical Wealth Management bought 7,065 United Airlines shares in Q3 2026, an estimated $833K.
United Airlines made up 0.14% of Empirical Wealth Management's portfolio in Q3 2026, its #116 holding.
Empirical Wealth Management first reported a position in United Airlines in Q1 2025 and has held it in 7 quarters since.
Empirical Wealth Management's United Airlines position peaked at $11.3M in Q2 2026.
542 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.