Kathmere Capital Management
UAL icon

Kathmere Capital Management’s United Airlines UAL Stock Holding History

Kathmere Capital 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 		$654K Sell
5,898
-487
-8% -$57.4K 0.03% 353
2026
Q2 		$868K Buy
6,385
+640
+11% +$66.3K 0.05% 268
2026
Q1 		$529K Sell
5,745
-759
-12% -$79.5K 0.03% 348
2025
Q4 		$727K Buy
6,504
+583
+10% +$58.9K 0.05% 250
2025
Q3 		$571K Buy
5,921
+1,190
+25% +$114K 0.04% 267
2025
Q2 		$377K Buy
+4,731
New +$349K 0.03% 329
2021
Q1 		– Sell
-100
Closed -$4K – 385
2020
Q4 		$4K Hold
100
– – ﹤0.01% 363
2020
Q3 		$3K Buy
+100
New +$3.46K ﹤0.01% 350

Other funds holding UAL

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Kathmere Capital Management's UAL Position: Q3 2026 in Review

Kathmere Capital Management reduced its United Airlines (UAL) stake by 7.6% in Q3 2026, selling an estimated $57.4K and leaving 5,898 shares worth $654K. The position accounts for 0.03% of the portfolio, ranked #353.

Kathmere Capital Management first reported a position in UAL in Q3 2020 and has held it in 8 quarters since. The position peaked at $868K in Q2 2026. 494 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Kathmere Capital Management held 5,898 shares of United Airlines worth $654K as of Q3 2026.
  • Kathmere Capital Management sold 487 United Airlines shares in Q3 2026, an estimated $57.4K.
  • United Airlines made up 0.03% of Kathmere Capital Management's portfolio in Q3 2026, its #353 holding.
  • Kathmere Capital Management first reported a position in United Airlines in Q3 2020 and has held it in 8 quarters since.
  • Kathmere Capital Management's United Airlines position peaked at $868K in Q2 2026.
  • 494 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.