Krilogy Financial’s United Airlines UAL Stock Holding History

Krilogy Financial’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	$730K	Sell	6,986 -664	-9%	-$78.3K	0.02%	524
2026 Q2	$1.04M	Buy	7,650 +2,308	+43%	+$239K	0.03%	384
2026 Q1	$508K	Buy	5,342 +421	+9%	+$44.1K	0.02%	573
2025 Q4	$530K	Buy	4,921 +1,051	+27%	+$106K	0.02%	542
2025 Q3	$374K	Buy	+3,870	New	+$372K	0.01%	610
2018 Q4	–	Sell	-407	Closed	-$36K	–	638
2018 Q3	$36K	Buy	+407	New	+$33.6K	0.01%	356
2018 Q2	–	Sell	-423	Closed	-$29K	–	594
2018 Q1	$29K	Hold	423	–	–	0.01%	396
2017 Q4	$29K	Hold	423	–	–	0.01%	393
2017 Q3	$26K	Buy	423 +16	+4%	+$1.07K	0.01%	441
2017 Q2	$31K	Sell	407 -303	-43%	-$22.9K	0.01%	384
2017 Q1	$52K	Hold	710	–	–	0.02%	282
2016 Q4	$52K	Hold	710	–	–	0.02%	282
2016 Q3	$37K	Hold	710	–	–	0.01%	349
2016 Q2	$29K	Hold	710	–	–	0.01%	394
2016 Q1	$43K	Buy	+710	New	+$37.7K	0.02%	283
2015 Q4	–	Sell	-710	Closed	-$38K	–	595
2015 Q3	$38K	Buy	+710	New	+$40.1K	0.02%	236

Other funds holding UAL

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

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Archon Partners Princeton Junction, New Jersey $968M AUM 10.55% 1-Year Est. Return

Krilogy Financial's UAL Position: Q3 2026 in Review

Krilogy Financial reduced its United Airlines (UAL) stake by 8.7% in Q3 2026, selling an estimated $78.3K and leaving 6,986 shares worth $730K. The position accounts for 0.02% of the portfolio, ranked #524.

Krilogy Financial first reported a position in UAL in Q3 2015 and has held it in 16 quarters since. The position peaked at $1.04M in Q2 2026. 278 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

Krilogy Financial held 6,986 shares of United Airlines worth $730K as of Q3 2026.
Krilogy Financial sold 664 United Airlines shares in Q3 2026, an estimated $78.3K.
United Airlines made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #524 holding.
Krilogy Financial first reported a position in United Airlines in Q3 2015 and has held it in 16 quarters since.
Krilogy Financial's United Airlines position peaked at $1.04M in Q2 2026.
278 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.