LifeGoal Wealth Advisors’s United Airlines UAL Stock Holding History

LifeGoal Wealth Advisors’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	$245K	Buy	+1,804	New	+$187K	0.11%	124

Other funds holding UAL

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

LifeGoal Wealth Advisors's UAL Position: Q2 2026 in Review

LifeGoal Wealth Advisors opened a new position in United Airlines (UAL) in Q2 2026: 1,804 shares worth $245K. The stake represents 0.11% of the portfolio and ranks #124 among its holdings.

388 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

LifeGoal Wealth Advisors held 1,804 shares of United Airlines worth $245K as of Q2 2026.
United Airlines was a new LifeGoal Wealth Advisors position in Q2 2026.
United Airlines made up 0.11% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #124 holding.
388 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.