Everhart Financial Group’s United Airlines UAL Stock Holding History

Everhart Financial Group’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	$202K	Buy	+1,486	New	+$154K	0.01%	458

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

Everhart Financial Group's UAL Position: Q2 2026 in Review

Everhart Financial Group opened a new position in United Airlines (UAL) in Q2 2026: 1,486 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #458 among its holdings.

159 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Everhart Financial Group held 1,486 shares of United Airlines worth $202K as of Q2 2026.
United Airlines was a new Everhart Financial Group position in Q2 2026.
United Airlines made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #458 holding.
159 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.