N.E.W. Advisory Services’s United Airlines UAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$20.4K Hold
150
﹤0.01% 528
2026
Q1
$13.8K Hold
150
﹤0.01% 572
2025
Q4
$16.8K Sell
150
-11
-7% -$1.11K ﹤0.01% 530
2025
Q3
$15.5K Sell
161
-125
-44% -$12K ﹤0.01% 509
2025
Q2
$22.8K Buy
286
+125
+78% +$9.21K ﹤0.01% 434
2025
Q1
$11.1K Buy
+161
New +$15.2K ﹤0.01% 592

Other funds holding UAL

N.E.W. Advisory Services's UAL Position: Q2 2026 in Review

N.E.W. Advisory Services held its United Airlines (UAL) position steady in Q2 2026 at 150 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

N.E.W. Advisory Services first reported a position in UAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.8K in Q2 2025. 1,065 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • N.E.W. Advisory Services held 150 shares of United Airlines worth $20.4K as of Q2 2026.
  • N.E.W. Advisory Services left its United Airlines share count unchanged in Q2 2026.
  • United Airlines made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #528 holding.
  • N.E.W. Advisory Services first reported a position in United Airlines in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's United Airlines position peaked at $22.8K in Q2 2025.
  • 1,065 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.