Gradient Investments’s United Airlines UAL Stock Holding History

Gradient Investments’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	$3.65M	Sell	26,870 -1,065	-4%	-$110K	0.05%	214
2026 Q1	$2.57M	Buy	+27,935	New	+$2.93M	0.04%	232
2024 Q3	–	Sell	-9	Closed	-$438	–	1218
2024 Q2	$438	Buy	+9	New	+$453	﹤0.01%	1200
2024 Q1	–	Sell	-115	Closed	-$4.75K	–	1795
2023 Q4	$4.75K	Hold	115	–	–	﹤0.01%	1009
2023 Q3	$4.87K	Sell	115 -234	-67%	-$11.8K	﹤0.01%	961
2023 Q2	$19.1K	Buy	349 +150	+75%	+$7.08K	﹤0.01%	696
2023 Q1	$8.81K	Sell	199 -3,103	-94%	-$149K	﹤0.01%	838
2022 Q4	$124K	Sell	3,302 -155	-4%	-$6.29K	﹤0.01%	355
2022 Q3	$112K	Buy	3,457 +183	+6%	+$6.81K	﹤0.01%	346
2022 Q2	$116K	Buy	3,274 +50	+2%	+$2.19K	﹤0.01%	358
2022 Q1	$149K	Sell	3,224 -50	-2%	-$2.17K	﹤0.01%	321
2021 Q4	$143K	Hold	3,274	–	–	﹤0.01%	317
2021 Q3	$156K	Sell	3,274 -1,000	-23%	-$47.1K	﹤0.01%	303
2021 Q2	$223K	Hold	4,274	–	–	0.01%	268
2021 Q1	$246K	Buy	4,274 +3,640	+574%	+$178K	0.01%	265
2020 Q4	$22K	Hold	634	–	–	﹤0.01%	553
2020 Q3	$22K	Hold	634	–	–	﹤0.01%	556
2020 Q2	$22K	Hold	634	–	–	﹤0.01%	514
2020 Q1	$20K	Buy	634 +496	+359%	+$32.8K	﹤0.01%	521
2019 Q4	$12K	Hold	138	–	–	﹤0.01%	656
2019 Q3	$12K	Buy	138 +4	+3%	+$353	﹤0.01%	630
2019 Q2	$12K	Hold	134	–	–	﹤0.01%	615
2019 Q1	$11K	Hold	134	–	–	﹤0.01%	539
2018 Q4	$11K	Hold	134	–	–	﹤0.01%	566
2018 Q3	$12K	Hold	134	–	–	﹤0.01%	603
2018 Q2	$9K	Buy	+134	New	+$9.31K	﹤0.01%	635
2017 Q2	–	Sell	-3	Closed	–	–	908
2017 Q1	$0	Hold	3	–	–	﹤0.01%	830
2016 Q4	$0	Buy	+3	New	+$191	﹤0.01%	791

Other funds holding UAL

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Gradient Investments's UAL Position: Q2 2026 in Review

Gradient Investments reduced its United Airlines (UAL) stake by 3.8% in Q2 2026, selling an estimated $110K and leaving 26,870 shares worth $3.65M. The position accounts for 0.05% of the portfolio, ranked #214.

Gradient Investments first reported a position in UAL in Q4 2016 and has held it in 28 quarters since. 219 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Gradient Investments held 26,870 shares of United Airlines worth $3.65M as of Q2 2026.
Gradient Investments sold 1,065 United Airlines shares in Q2 2026, an estimated $110K.
United Airlines made up 0.05% of Gradient Investments's portfolio in Q2 2026, its #214 holding.
Gradient Investments first reported a position in United Airlines in Q4 2016 and has held it in 28 quarters since.
219 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.