Envestnet Portfolio Solutions’s United Airlines UAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.9M Buy
102,072
+4,681
+5% +$485K 0.07% 176
2026
Q1
$8.97M Buy
97,391
+84
+0.1% +$8.8K 0.05% 207
2025
Q4
$10.9M Sell
97,307
-111
-0.1% -$11.2K 0.04% 227
2025
Q3
$9.4M Buy
97,418
+10,075
+12% +$969K 0.03% 240
2025
Q2
$6.96M Buy
87,343
+20,892
+31% +$1.54M 0.03% 284
2025
Q1
$4.59M Buy
66,451
+58,166
+702% +$5.49M 0.02% 383
2024
Q4
$804K Buy
+8,285
New +$700K ﹤0.01% 1027
2023
Q4
– Sell
-16,141
Closed -$683K – 1603
2023
Q3
$683K Buy
+16,141
New +$816K ﹤0.01% 860

Other funds holding UAL

Envestnet Portfolio Solutions's UAL Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its United Airlines (UAL) stake by 4.8% in Q2 2026, buying an estimated $485K and bringing the position to 102,072 shares worth $13.9M. The position accounts for 0.07% of the portfolio, ranked #176.

Envestnet Portfolio Solutions first reported a position in UAL in Q3 2023 and has held it in 8 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Envestnet Portfolio Solutions held 102,072 shares of United Airlines worth $13.9M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 4,681 United Airlines shares in Q2 2026, an estimated $485K.
  • United Airlines made up 0.07% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #176 holding.
  • Envestnet Portfolio Solutions first reported a position in United Airlines in Q3 2023 and has held it in 8 quarters since.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.