NorthCrest Asset Manangement’s United Airlines UAL Stock Holding History

NorthCrest Asset Manangement’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	$332K	Sell	2,570 -713	-22%	-$73.9K	0.01%	705
2026 Q1	$303K	Sell	3,283 -417	-11%	-$43.7K	0.01%	612
2025 Q4	$425K	Buy	+3,700	New	+$374K	0.01%	586
2023 Q4	–	Sell	-9,028	Closed	-$382K	–	522
2023 Q3	$382K	Hold	9,028	–	–	0.02%	410
2023 Q2	$495K	Hold	9,028	–	–	0.02%	357
2023 Q1	$399K	Buy	+9,028	New	+$433K	0.02%	403

Other funds holding UAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

NorthCrest Asset Manangement's UAL Position: Q2 2026 in Review

NorthCrest Asset Manangement reduced its United Airlines (UAL) stake by 22% in Q2 2026, selling an estimated $73.9K and leaving 2,570 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #705.

NorthCrest Asset Manangement first reported a position in UAL in Q1 2023 and has held it in 6 quarters since. The position peaked at $495K in Q2 2023. 551 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

NorthCrest Asset Manangement held 2,570 shares of United Airlines worth $332K as of Q2 2026.
NorthCrest Asset Manangement sold 713 United Airlines shares in Q2 2026, an estimated $73.9K.
United Airlines made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #705 holding.
NorthCrest Asset Manangement first reported a position in United Airlines in Q1 2023 and has held it in 6 quarters since.
NorthCrest Asset Manangement's United Airlines position peaked at $495K in Q2 2023.
551 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.