HHM Wealth Advisors’s United Airlines UAL Stock Holding History

HHM Wealth Advisors’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	$63.1K	Hold	464	–	–	0.01%	353
2026 Q1	$42.7K	Hold	464	–	–	﹤0.01%	390
2025 Q4	$51.9K	Hold	464	–	–	0.01%	354
2025 Q3	$44.8K	Sell	464 -10	-2%	-$962	0.01%	391
2025 Q2	$37.7K	Buy	474 +9	+2%	+$663	﹤0.01%	419
2025 Q1	$32.1K	Hold	465	–	–	﹤0.01%	435
2024 Q4	$45.2K	Buy	465 +10	+2%	+$845	0.01%	374
2024 Q3	$26K	Hold	455	–	–	﹤0.01%	430
2024 Q2	$22.1K	Hold	455	–	–	﹤0.01%	436
2024 Q1	$21.8K	Hold	455	–	–	﹤0.01%	398
2023 Q4	$18.8K	Hold	455	–	–	﹤0.01%	419
2023 Q3	$19.2K	Hold	455	–	–	﹤0.01%	408
2023 Q2	$25K	Hold	455	–	–	﹤0.01%	390
2023 Q1	$20.1K	Hold	455	–	–	﹤0.01%	416
2022 Q4	$17.2K	Buy	+455	New	+$18.5K	﹤0.01%	382
2020 Q4	–	Sell	-3,000	Closed	-$104K	–	568
2020 Q3	$104K	Hold	3,000	–	–	0.04%	142
2020 Q2	$104K	Hold	3,000	–	–	0.04%	136
2020 Q1	$95K	Buy	+3,000	New	+$198K	0.05%	124

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

HHM Wealth Advisors's UAL Position: Q2 2026 in Review

HHM Wealth Advisors held its United Airlines (UAL) position steady in Q2 2026 at 464 shares worth $63.1K. The position accounts for 0.01% of the portfolio, ranked #353.

HHM Wealth Advisors first reported a position in UAL in Q1 2020 and has held it in 18 quarters since. The position peaked at $104K in Q3 2020. 211 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

HHM Wealth Advisors held 464 shares of United Airlines worth $63.1K as of Q2 2026.
HHM Wealth Advisors left its United Airlines share count unchanged in Q2 2026.
United Airlines made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #353 holding.
HHM Wealth Advisors first reported a position in United Airlines in Q1 2020 and has held it in 18 quarters since.
HHM Wealth Advisors's United Airlines position peaked at $104K in Q3 2020.
211 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.