Iams Wealth Management
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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
Q3 		$811K Sell
7,308
-208
-3% -$24.5K 0.24% 116
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Iams Wealth Management's UAL Position: Q3 2026 in Review

Iams Wealth Management reduced its United Airlines (UAL) stake by 2.8% in Q3 2026, selling an estimated $24.5K and leaving 7,308 shares worth $811K. The position accounts for 0.24% of the portfolio, ranked #116.

Iams Wealth Management first reported a position in UAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q2 2026. 599 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Iams Wealth Management held 7,308 shares of United Airlines worth $811K as of Q3 2026.
  • Iams Wealth Management sold 208 United Airlines shares in Q3 2026, an estimated $24.5K.
  • United Airlines made up 0.24% of Iams Wealth Management's portfolio in Q3 2026, its #116 holding.
  • Iams Wealth Management first reported a position in United Airlines in Q3 2025 and has held it in 5 quarters since.
  • Iams Wealth Management's United Airlines position peaked at $1.02M in Q2 2026.
  • 599 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.