JCIC Asset Management’s United Airlines UAL Stock Holding History

JCIC Asset 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	$98.5K	Hold	1,070	–	–	0.03%	68
2026 Q1	$98.5K	Sell	1,070 -487	-31%	-$51K	0.03%	68
2025 Q4	$174K	Sell	1,557 -15	-1%	-$1.52K	0.05%	59
2025 Q3	$152K	Buy	+1,572	New	+$151K	0.05%	61
2025 Q1	$117K	Sell	1,692 -193	-10%	-$18.2K	0.05%	60
2024 Q4	$183K	Buy	1,885 +695	+58%	+$58.8K	0.07%	45
2024 Q3	$67.9K	Buy	1,190 +10	+0.8%	+$463	0.03%	59
2024 Q2	$57.4K	Buy	1,180 +35	+3%	+$1.76K	0.02%	60
2024 Q1	$54.8K	Buy	1,145 +85	+8%	+$3.64K	0.02%	66
2023 Q4	$43.7K	Buy	1,060 +25	+2%	+$983	0.02%	73
2023 Q3	$43.8K	Sell	1,035 -20	-2%	-$1.01K	0.02%	69
2023 Q2	$57.9K	Buy	+1,055	New	+$49.8K	0.03%	67

Other funds holding UAL

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

JCIC Asset Management's UAL Position: Q2 2026 in Review

JCIC Asset Management held its United Airlines (UAL) position steady in Q2 2026 at 1,070 shares worth $98.5K. The position accounts for 0.03% of the portfolio, ranked #68.

JCIC Asset Management first reported a position in UAL in Q2 2023 and has held it in 12 quarters since. The position peaked at $183K in Q4 2024. 178 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

JCIC Asset Management held 1,070 shares of United Airlines worth $98.5K as of Q2 2026.
JCIC Asset Management left its United Airlines share count unchanged in Q2 2026.
United Airlines made up 0.03% of JCIC Asset Management's portfolio in Q2 2026, its #68 holding.
JCIC Asset Management first reported a position in United Airlines in Q2 2023 and has held it in 12 quarters since.
JCIC Asset Management's United Airlines position peaked at $183K in Q4 2024.
178 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on JCIC Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.