Neville Rodie & Shaw’s United Airlines UAL Stock Holding History

Neville Rodie & Shaw’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	$411K	Sell	3,025 -25	-0.8%	-$2.59K	0.03%	183
2026 Q1	$281K	Hold	3,050	–	–	0.02%	212
2025 Q4	$341K	Hold	3,050	–	–	0.02%	200
2025 Q3	$294K	Hold	3,050	–	–	0.02%	207
2025 Q2	$243K	Sell	3,050 -2,500	-45%	-$184K	0.02%	223
2025 Q1	$383K	Sell	5,550 -500	-8%	-$47.2K	0.03%	199
2024 Q4	$587K	Buy	+6,050	New	+$511K	0.04%	172

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

Neville Rodie & Shaw's UAL Position: Q2 2026 in Review

Neville Rodie & Shaw reduced its United Airlines (UAL) stake by 0.82% in Q2 2026, selling an estimated $2.59K and leaving 3,025 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #183.

Neville Rodie & Shaw first reported a position in UAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $587K in Q4 2024. 219 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Neville Rodie & Shaw held 3,025 shares of United Airlines worth $411K as of Q2 2026.
Neville Rodie & Shaw sold 25 United Airlines shares in Q2 2026, an estimated $2.59K.
United Airlines made up 0.03% of Neville Rodie & Shaw's portfolio in Q2 2026, its #183 holding.
Neville Rodie & Shaw first reported a position in United Airlines in Q4 2024 and has held it in 7 quarters since.
Neville Rodie & Shaw's United Airlines position peaked at $587K in Q4 2024.
219 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.