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IFP Advisors’s United Airlines UAL Stock Holding History

IFP 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 		$680K Sell
5,002
-2,461
-33% -$255K 0.01% 908
2026
Q1 		$687K Sell
7,463
-443
-6% -$46.4K 0.01% 837
2025
Q4 		$884K Buy
7,906
+72
+0.9% +$7.28K 0.02% 707
2025
Q3 		$756K Buy
7,834
+5,287
+208% +$508K 0.02% 713
2025
Q2 		$203K Sell
2,547
-1,566
-38% -$115K 0.01% 1264
2025
Q1 		$284K Sell
4,113
-231
-5% -$21.8K 0.01% 1007
2024
Q4 		$422K Sell
4,344
-825
-16% -$69.7K 0.01% 801
2024
Q3 		$295K Buy
5,169
+103
+2% +$4.77K 0.01% 907
2024
Q2 		$247K Sell
5,066
-12
-0.2% -$604 0.01% 939
2024
Q1 		$243K Buy
5,078
+982
+24% +$42.1K 0.01% 903
2023
Q4 		$169K Sell
4,096
-161
-4% -$6.33K 0.01% 1024
2023
Q3 		$180K Sell
4,257
-152
-3% -$7.68K 0.01% 1014
2023
Q2 		$242K Sell
4,409
-1,683
-28% -$79.5K 0.01% 929
2023
Q1 		$423K Sell
6,092
-2,659
-30% -$127K 0.02% 652
2022
Q4 		$608K Sell
8,751
-1,078
-11% -$43.7K 0.02% 809
2022
Q3 		$683K Buy
9,829
+1,375
+16% +$51.1K 0.02% 785
2022
Q2 		$590K Hold
8,454
– – 0.02% 771
2022
Q1 		$590K Sell
8,454
-1,003
-11% -$43.5K 0.02% 771
2021
Q4 		$416K Sell
9,457
-546
-5% -$25.3K 0.01% 659
2021
Q3 		$481K Buy
10,003
+2,974
+42% +$140K 0.01% 601
2021
Q2 		$368K Buy
7,029
+264
+4% +$14.6K 0.01% 649
2021
Q1 		$394K Sell
6,765
-582
-8% -$28.4K 0.01% 596
2020
Q4 		$311K Buy
7,347
+2,648
+56% +$107K 0.01% 650
2020
Q3 		$160K Buy
4,699
+2,124
+82% +$73.5K 0.01% 788
2020
Q2 		$91K Buy
2,575
+1,377
+115% +$41.3K 0.01% 959
2020
Q1 		$44K Buy
1,198
+446
+59% +$29.5K ﹤0.01% 1183
2019
Q4 		$67K Sell
752
-372
-33% -$33.4K 0.01% 1129
2019
Q3 		$99K Buy
+1,124
New +$99.3K 0.01% 1066
2019
Q1 		$32K Sell
400
-853
-68% -$72K ﹤0.01% 1155
2018
Q4 		$104K Sell
1,253
-98
-7% -$8.61K 0.01% 1173
2018
Q3 		$120K Sell
1,351
-127
-9% -$10.5K ﹤0.01% 1364
2018
Q2 		$103K Sell
1,478
-736
-33% -$51.1K ﹤0.01% 1466
2018
Q1 		$149K Hold
2,214
– – 0.01% 1137
2017
Q4 		$149K Sell
2,214
-471
-18% -$29.4K 0.01% 1143
2017
Q3 		$163K Sell
2,685
-394
-13% -$26.2K 0.01% 1273
2017
Q2 		$232K Buy
3,079
+392
+15% +$29.6K 0.01% 1038
2017
Q1 		$190K Buy
2,687
+363
+16% +$26.2K 0.01% 1143
2016
Q4 		$169K Sell
2,324
-868
-27% -$55.3K 0.01% 1138
2016
Q3 		$167K Buy
3,192
+641
+25% +$30.8K 0.01% 1091
2016
Q2 		$105K Buy
2,551
+2,151
+538% +$102K 0.01% 1313
2016
Q1 		$32K Sell
400
-1,628
-80% -$86.5K ﹤0.01% 1155
2015
Q4 		$116K Buy
+2,028
New +$117K 0.01% 1099

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

IFP Advisors's UAL Position: Q2 2026 in Review

IFP Advisors reduced its United Airlines (UAL) stake by 33% in Q2 2026, selling an estimated $255K and leaving 5,002 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #908.

IFP Advisors first reported a position in UAL in Q4 2015 and has held it in 42 quarters since. The position peaked at $884K in Q4 2025. 216 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • IFP Advisors held 5,002 shares of United Airlines worth $680K as of Q2 2026.
  • IFP Advisors sold 2,461 United Airlines shares in Q2 2026, an estimated $255K.
  • United Airlines made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #908 holding.
  • IFP Advisors first reported a position in United Airlines in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's United Airlines position peaked at $884K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.