Merit Financial Group’s United Airlines UAL Stock Holding History

Merit Financial Group’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	$2.63M	Sell	19,371 -701	-3%	-$72.6K	0.02%	630
2026 Q1	$1.85M	Buy	20,072 +4,054	+25%	+$425K	0.01%	708
2025 Q4	$1.79M	Buy	16,018 +4,689	+41%	+$474K	0.01%	692
2025 Q3	$1.09M	Buy	11,329 +2,606	+30%	+$251K	0.01%	822
2025 Q2	$695K	Buy	8,723 +3,118	+56%	+$230K	0.01%	952
2025 Q1	$387K	Buy	+5,605	New	+$529K	0.01%	1039
2023 Q3	–	Sell	-4,982	Closed	-$273K	–	785
2023 Q2	$273K	Buy	+4,982	New	+$235K	0.01%	611
2023 Q1	–	Sell	-6,999	Closed	-$264K	–	723
2022 Q4	$264K	Buy	6,999 +177	+3%	+$7.18K	0.01%	571
2022 Q3	$222K	Sell	6,822 -369	-5%	-$13.7K	0.01%	501
2022 Q2	$255K	Buy	+7,191	New	+$316K	0.01%	475

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) 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

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

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Merit Financial Group's UAL Position: Q2 2026 in Review

Merit Financial Group reduced its United Airlines (UAL) stake by 3.5% in Q2 2026, selling an estimated $72.6K and leaving 19,371 shares worth $2.63M. The position accounts for 0.02% of the portfolio, ranked #630.

Merit Financial Group first reported a position in UAL in Q2 2022 and has held it in 10 quarters since. 219 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Merit Financial Group held 19,371 shares of United Airlines worth $2.63M as of Q2 2026.
Merit Financial Group sold 701 United Airlines shares in Q2 2026, an estimated $72.6K.
United Airlines made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #630 holding.
Merit Financial Group first reported a position in United Airlines in Q2 2022 and has held it in 10 quarters since.
219 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

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