LifeSteps Financial’s United Airlines UAL Stock Holding History

LifeSteps 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 Q2	$16.3K	Buy	+120	New	+$12.4K	0.01%	337

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LifeSteps Financial's UAL Position: Q2 2026 in Review

LifeSteps Financial opened a new position in United Airlines (UAL) in Q2 2026: 120 shares worth $16.3K. The stake represents 0.01% of the portfolio and ranks #337 among its holdings.

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

LifeSteps Financial held 120 shares of United Airlines worth $16.3K as of Q2 2026.
United Airlines was a new LifeSteps Financial position in Q2 2026.
United Airlines made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #337 holding.
363 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.