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Kozak & Associates’s United Airlines UAL Stock Holding History

Kozak & Associates’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 		$79.7K Hold
590
– – 0.01% 122
2026
Q1 		$56.2K Buy
590
+160
+37% +$16.8K 0.01% 141
2025
Q4 		$50.4K Hold
430
– – 0.01% 146
2025
Q3 		$38.7K Sell
430
-14
-3% -$1.35K 0.01% 155
2025
Q2 		$35.6K Hold
444
– – 0.01% 163
2025
Q1 		$29.2K Buy
444
+50
+13% +$4.72K 0.01% 154
2024
Q4 		$37.7K Hold
394
– – 0.01% 144
2024
Q3 		$28.4K Hold
394
– – 0.01% 165
2024
Q2 		$19.1K Hold
394
– – ﹤0.01% 175
2024
Q1 		$21.6K Hold
394
– – 0.01% 173
2023
Q4 		$15.3K Hold
394
– – ﹤0.01% 203
2023
Q3 		$16.5K Hold
394
– – 0.01% 203
2023
Q2 		$21.7K Hold
394
– – 0.01% 191
2023
Q1 		$17.4K Sell
394
-140
-26% -$6.71K 0.01% 200
2022
Q4 		$20K Buy
534
+14
+3% +$568 0.01% 194
2022
Q3 		$18K Hold
520
– – 0.01% 192
2022
Q2 		$18K Buy
520
+90
+21% +$3.95K 0.01% 206
2022
Q1 		$15K Hold
430
– – 0.01% 227
2021
Q4 		$15K Buy
430
+100
+30% +$4.64K 0.01% 227
2021
Q3 		$17K Buy
+330
New +$15.5K 0.01% 217

Other funds holding UAL

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Kozak & Associates's UAL Position: Q2 2026 in Review

Kozak & Associates held its United Airlines (UAL) position steady in Q2 2026 at 590 shares worth $79.7K. The position accounts for 0.01% of the portfolio, ranked #122.

Kozak & Associates first reported a position in UAL in Q3 2021 and has held it in 20 quarters since. 204 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Kozak & Associates held 590 shares of United Airlines worth $79.7K as of Q2 2026.
  • Kozak & Associates left its United Airlines share count unchanged in Q2 2026.
  • United Airlines made up 0.01% of Kozak & Associates's portfolio in Q2 2026, its #122 holding.
  • Kozak & Associates first reported a position in United Airlines in Q3 2021 and has held it in 20 quarters since.
  • 204 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.