Kestra Advisory Services
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Kestra Advisory Services’s United Airlines UAL Stock Holding History

Kestra Advisory Services’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 		$2.92M Buy
26,290
+2,318
+10% +$273K 0.01% 1197
2026
Q2 		$3.26M Sell
23,972
-877
-4% -$90.8K 0.01% 1071
2026
Q1 		$2.29M Buy
24,849
+1,715
+7% +$180K 0.01% 1215
2025
Q4 		$2.59M Buy
23,134
+4,882
+27% +$493K 0.01% 1070
2025
Q3 		$1.76M Sell
18,252
-3,727
-17% -$358K 0.01% 1225
2025
Q2 		$1.75M Buy
21,979
+2,866
+15% +$211K 0.01% 1149
2025
Q1 		$1.32M Sell
19,113
-1,579
-8% -$149K 0.01% 1216
2024
Q4 		$2.01M Sell
20,692
-4,473
-18% -$378K 0.01% 996
2024
Q3 		$1.44M Sell
25,165
-5,455
-18% -$253K 0.01% 1132
2024
Q2 		$1.4M Buy
30,620
+1,202
+4% +$60.5K 0.01% 1138
2024
Q1 		$1.41M Buy
29,418
+253
+0.9% +$10.8K 0.01% 1038
2023
Q4 		$1.2M Sell
29,165
-677
-2% -$26.6K 0.01% 1032
2023
Q3 		$1.26M Buy
29,842
+866
+3% +$43.8K 0.01% 888
2023
Q2 		$1.59M Sell
28,976
-4,914
-14% -$232K 0.02% 772
2023
Q1 		$1.5M Sell
33,890
-5,440
-14% -$261K 0.02% 755
2022
Q4 		$1.48M Buy
39,330
+1,066
+3% +$43.3K 0.01% 875
2022
Q3 		$1.24M Sell
38,264
-13
-0% -$484 0.01% 868
2022
Q2 		$1.36M Buy
38,277
+11,199
+41% +$492K 0.01% 828
2022
Q1 		$1.26M Sell
27,078
-340
-1% -$14.7K 0.01% 857
2021
Q4 		$1.2M Buy
27,418
+4,121
+18% +$191K 0.01% 898
2021
Q3 		$1.11M Sell
23,297
-1,598
-6% -$75.3K 0.01% 963
2021
Q2 		$1.3M Buy
24,895
+1,085
+5% +$60.2K 0.01% 818
2021
Q1 		$1.37M Buy
23,810
+2,202
+10% +$108K 0.02% 743
2020
Q4 		$965K Buy
21,608
+5,972
+38% +$242K 0.01% 884
2020
Q3 		$547K Buy
+15,636
New +$541K 0.01% 845

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

Kestra Advisory Services's UAL Position: Q3 2026 in Review

Kestra Advisory Services increased its United Airlines (UAL) stake by 9.7% in Q3 2026, buying an estimated $273K and bringing the position to 26,290 shares worth $2.92M. The position accounts for 0.01% of the portfolio, ranked #1197.

Kestra Advisory Services first reported a position in UAL in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.26M in Q2 2026. 599 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Kestra Advisory Services held 26,290 shares of United Airlines worth $2.92M as of Q3 2026.
  • Kestra Advisory Services bought 2,318 United Airlines shares in Q3 2026, an estimated $273K.
  • United Airlines made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1197 holding.
  • Kestra Advisory Services first reported a position in United Airlines in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's United Airlines position peaked at $3.26M in Q2 2026.
  • 599 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.