GoalVest Advisory’s United Airlines UAL Stock Holding History

GoalVest Advisory’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	$94.1K	Hold	692	–	–	0.02%	164
2026 Q1	$63.7K	Hold	692	–	–	0.01%	203
2025 Q4	$77.4K	Hold	692	–	–	0.01%	199
2025 Q3	$66.8K	Hold	692	–	–	0.01%	195
2025 Q2	$55.1K	Sell	692 -3	-0.4%	-$221	0.01%	198
2025 Q1	$48K	Buy	695 +3	+0.4%	+$283	0.01%	188
2024 Q4	$67.2K	Hold	692	–	–	0.02%	169
2024 Q3	$39.5K	Hold	692	–	–	0.01%	210
2024 Q2	$33.7K	Hold	692	–	–	0.01%	197
2024 Q1	$33.1K	Buy	+692	New	+$29.7K	0.01%	222
2022 Q2	–	Sell	-14	Closed	-$1K	–	528
2022 Q1	$1K	Buy	+14	New	+$607	﹤0.01%	368
2021 Q2	$12K	Hold	221	–	–	0.01%	196
2021 Q1	$13K	Buy	+221	New	+$10.8K	0.01%	157

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

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

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

GoalVest Advisory's UAL Position: Q2 2026 in Review

GoalVest Advisory held its United Airlines (UAL) position steady in Q2 2026 at 692 shares worth $94.1K. The position accounts for 0.02% of the portfolio, ranked #164.

GoalVest Advisory first reported a position in UAL in Q1 2021 and has held it in 13 quarters since. 138 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

GoalVest Advisory held 692 shares of United Airlines worth $94.1K as of Q2 2026.
GoalVest Advisory left its United Airlines share count unchanged in Q2 2026.
United Airlines made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #164 holding.
GoalVest Advisory first reported a position in United Airlines in Q1 2021 and has held it in 13 quarters since.
138 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.