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J.W. Cole Advisors’s United Airlines UAL Stock Holding History

J.W. Cole 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 		$714K Buy
+5,248
New +$544K 0.01% 872
2026
Q1 		– Sell
-5,534
Closed -$591K – 1424
2025
Q4 		$591K Sell
5,534
-805
-13% -$81.3K 0.01% 834
2025
Q3 		$612K Sell
6,339
-4,438
-41% -$427K 0.01% 918
2025
Q2 		$858K Buy
10,777
+1,074
+11% +$79.1K 0.02% 723
2025
Q1 		$670K Buy
9,703
+6,711
+224% +$634K 0.02% 677
2024
Q4 		$291K Buy
+2,992
New +$253K 0.01% 791
2022
Q2 		– Sell
-5,020
Closed -$233K – 819
2022
Q1 		$233K Sell
5,020
-540
-10% -$23.4K 0.02% 700
2021
Q4 		$243K Buy
+5,560
New +$258K 0.02% 726
2020
Q4 		– Sell
-24,266
Closed -$843K – 869
2020
Q3 		$843K Buy
24,266
+4,926
+25% +$170K 0.06% 288
2020
Q2 		$669K Buy
+19,340
New +$580K 0.1% 194

Other funds holding UAL

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

J.W. Cole Advisors's UAL Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in United Airlines (UAL) in Q2 2026: 5,248 shares worth $714K. The stake represents 0.01% of the portfolio and ranks #872 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in UAL as recently as Q4 2025.

J.W. Cole Advisors first reported a position in UAL in Q2 2020 and has held it in 10 quarters since. The position peaked at $858K in Q2 2025. 191 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • J.W. Cole Advisors held 5,248 shares of United Airlines worth $714K as of Q2 2026.
  • United Airlines was a new J.W. Cole Advisors position in Q2 2026.
  • United Airlines made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #872 holding.
  • J.W. Cole Advisors first reported a position in United Airlines in Q2 2020 and has held it in 10 quarters since.
  • J.W. Cole Advisors's United Airlines position peaked at $858K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.