Northstar Group’s United Airlines UAL Stock Holding History

Northstar 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	$272K	Buy	+2,000	New	+$207K	0.04%	150
2026 Q1	–	Sell	-2,000	Closed	-$224K	–	170
2025 Q4	$224K	Buy	+2,000	New	+$202K	0.03%	157
2021 Q4	–	Sell	-5,380	Closed	-$256K	–	157
2021 Q3	$256K	Hold	5,380	–	–	0.07%	138
2021 Q2	$281K	Hold	5,380	–	–	0.07%	129
2021 Q1	$310K	Hold	5,380	–	–	0.09%	122
2020 Q4	$233K	Buy	+5,380	New	+$218K	0.07%	125

Other funds holding UAL

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

Citigroup New York $303B AUM 53.02% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Northstar Group's UAL Position: Q2 2026 in Review

Northstar Group opened a new position in United Airlines (UAL) in Q2 2026: 2,000 shares worth $272K. The stake represents 0.04% of the portfolio and ranks #150 among its holdings. This is a return to the name: Northstar Group previously reported a position in UAL as recently as Q4 2025.

Northstar Group first reported a position in UAL in Q4 2020 and has held it in 6 quarters since. The position peaked at $310K in Q1 2021. 414 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Northstar Group held 2,000 shares of United Airlines worth $272K as of Q2 2026.
United Airlines was a new Northstar Group position in Q2 2026.
United Airlines made up 0.04% of Northstar Group's portfolio in Q2 2026, its #150 holding.
Northstar Group first reported a position in United Airlines in Q4 2020 and has held it in 6 quarters since.
Northstar Group's United Airlines position peaked at $310K in Q1 2021.
414 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Northstar Group's 13F filing for Q2 2026, filed 3 Aug 2026.