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Iams Wealth Management’s United Airlines UAL Stock Holding History

Iams 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 		$1.02M Buy
7,516
+1,062
+16% +$110K 0.31% 97
2026
Q1 		$594K Buy
6,454
+3,252
+102% +$341K 0.21% 124
2025
Q4 		$358K Buy
3,202
+409
+15% +$41.3K 0.13% 148
2025
Q3 		$270K Buy
+2,793
New +$269K 0.11% 155

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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Iams Wealth Management's UAL Position: Q2 2026 in Review

Iams Wealth Management increased its United Airlines (UAL) stake by 16% in Q2 2026, buying an estimated $110K and bringing the position to 7,516 shares worth $1.02M. The position accounts for 0.31% of the portfolio, ranked #97.

Iams Wealth Management first reported a position in UAL in Q3 2025 and has held it in 4 quarters since. 213 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Iams Wealth Management held 7,516 shares of United Airlines worth $1.02M as of Q2 2026.
  • Iams Wealth Management bought 1,062 United Airlines shares in Q2 2026, an estimated $110K.
  • United Airlines made up 0.31% of Iams Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Iams Wealth Management first reported a position in United Airlines in Q3 2025 and has held it in 4 quarters since.
  • 213 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.