Golden State Wealth Management’s United Airlines UAL Stock Holding History

Golden State 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 Q2	$13.6K	Hold	100	–	–	﹤0.01%	1041
2026 Q1	$9.21K	Hold	100	–	–	﹤0.01%	1107
2025 Q4	$11.2K	Hold	100	–	–	﹤0.01%	1079
2025 Q3	$9.65K	Sell	100 -176	-64%	-$16.9K	﹤0.01%	1110
2025 Q2	$22K	Buy	276 +176	+176%	+$13K	﹤0.01%	863
2025 Q1	$6.91K	Hold	100	–	–	﹤0.01%	1094
2024 Q4	$9.71K	Buy	+100	New	+$8.45K	﹤0.01%	973
2020 Q2	–	Sell	-261	Closed	-$8K	–	857
2020 Q1	$8K	Sell	261 -27,334	-99%	-$1.81M	﹤0.01%	665
2019 Q4	$2.43M	Buy	27,595 +27,586	+306,511%	+$2.48M	0.46%	17
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	1042
2019 Q2	$0	Hold	9	–	–	﹤0.01%	1157
2019 Q1	$1K	Buy	+9	New	+$760	﹤0.01%	1080

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Golden State Wealth Management's UAL Position: Q2 2026 in Review

Golden State Wealth Management held its United Airlines (UAL) position steady in Q2 2026 at 100 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Golden State Wealth Management first reported a position in UAL in Q1 2019 and has held it in 12 quarters since. The position peaked at $2.43M in Q4 2019. 202 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Golden State Wealth Management held 100 shares of United Airlines worth $13.6K as of Q2 2026.
Golden State Wealth Management left its United Airlines share count unchanged in Q2 2026.
United Airlines made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1041 holding.
Golden State Wealth Management first reported a position in United Airlines in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's United Airlines position peaked at $2.43M in Q4 2019.
202 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.