Key Financial Inc’s United Airlines UAL Stock Holding History

Key Financial Inc’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	$15.3K	Hold	138	–	–	﹤0.01%	767
2026 Q2	$18.8K	Hold	138	–	–	﹤0.01%	739
2026 Q1	$12.7K	Sell	138 -2	-1%	-$210	﹤0.01%	826
2025 Q4	$15.7K	Hold	140	–	–	﹤0.01%	773
2025 Q3	$13K	Buy	140 +2	+1%	+$192	﹤0.01%	812
2025 Q2	$11K	Hold	138	–	–	﹤0.01%	829
2025 Q1	$9.5K	Hold	138	–	–	﹤0.01%	829
2024 Q4	$13.4K	Hold	138	–	–	﹤0.01%	754
2024 Q3	$7.87K	Buy	138 +13	+10%	+$602	﹤0.01%	855
2024 Q2	$6.08K	Hold	125	–	–	﹤0.01%	902
2024 Q1	$5.98K	Hold	125	–	–	﹤0.01%	892
2023 Q4	$5.16K	Hold	125	–	–	﹤0.01%	918
2023 Q3	$5.29K	Hold	125	–	–	﹤0.01%	891
2023 Q2	$6.86K	Hold	125	–	–	﹤0.01%	826
2023 Q1	$5.53K	Hold	125	–	–	﹤0.01%	806
2022 Q4	$4.07K	Hold	125	–	–	﹤0.01%	826
2022 Q3	$4K	Buy	+125	New	+$4.65K	﹤0.01%	851

Other funds holding UAL

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Key Financial Inc's UAL Position: Q3 2026 in Review

Key Financial Inc held its United Airlines (UAL) position steady in Q3 2026 at 138 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Key Financial Inc first reported a position in UAL in Q3 2022 and has held it in 17 quarters since. The position peaked at $18.8K in Q2 2026. 505 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

Key Financial Inc held 138 shares of United Airlines worth $15.3K as of Q3 2026.
Key Financial Inc left its United Airlines share count unchanged in Q3 2026.
United Airlines made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #767 holding.
Key Financial Inc first reported a position in United Airlines in Q3 2022 and has held it in 17 quarters since.
Key Financial Inc's United Airlines position peaked at $18.8K in Q2 2026.
505 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.