Essential Partners’s United Airlines UAL Stock Holding History

Essential 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	$138K	Buy	1,248 +127	+11%	+$15K	0.06%	335
2026 Q2	$152K	Sell	1,121 -7,391	-87%	-$766K	0.07%	311
2026 Q1	$784K	Sell	8,512 -641	-7%	-$67.2K	0.26%	93
2025 Q4	$1.02M	Buy	9,153 +1,175	+15%	+$119K	0.32%	84
2025 Q3	$770K	Buy	7,978 +120	+2%	+$11.5K	0.25%	108
2025 Q2	$626K	Buy	+7,858	New	+$579K	0.25%	122

Other funds holding UAL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Essential Partners's UAL Position: Q3 2026 in Review

Essential Partners increased its United Airlines (UAL) stake by 11% in Q3 2026, buying an estimated $15K and bringing the position to 1,248 shares worth $138K. The position accounts for 0.06% of the portfolio, ranked #335.

Essential Partners first reported a position in UAL in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q4 2025. 141 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

Essential Partners held 1,248 shares of United Airlines worth $138K as of Q3 2026.
Essential Partners bought 127 United Airlines shares in Q3 2026, an estimated $15K.
United Airlines made up 0.06% of Essential Partners's portfolio in Q3 2026, its #335 holding.
Essential Partners first reported a position in United Airlines in Q2 2025 and has held it in 6 quarters since.
Essential Partners's United Airlines position peaked at $1.02M in Q4 2025.
141 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.