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LVW Advisors’s United Airlines UAL Stock Holding History

LVW 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 		$525K Buy
3,863
+162
+4% +$16.8K 0.05% 231
2026
Q1 		$341K Buy
+3,701
New +$388K 0.03% 295

Other funds holding UAL

AssetMark Inc
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
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

LVW Advisors's UAL Position: Q2 2026 in Review

LVW Advisors increased its United Airlines (UAL) stake by 4.4% in Q2 2026, buying an estimated $16.8K and bringing the position to 3,863 shares worth $525K. The position accounts for 0.05% of the portfolio, ranked #231.

LVW Advisors first reported a position in UAL in Q1 2026 and has held it in 2 quarters since. 388 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • LVW Advisors held 3,863 shares of United Airlines worth $525K as of Q2 2026.
  • LVW Advisors bought 162 United Airlines shares in Q2 2026, an estimated $16.8K.
  • United Airlines made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #231 holding.
  • LVW Advisors first reported a position in United Airlines in Q1 2026 and has held it in 2 quarters since.
  • 388 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.