NWS
UAL icon

Nvest Wealth Strategies’s United Airlines UAL Stock Holding History

Nvest Wealth Strategies’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 		$544 Hold
4
– – ﹤0.01% 270
2026
Q1 		$369 Buy
+4
New +$419 ﹤0.01% 323

Other funds holding UAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
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
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Nvest Wealth Strategies's UAL Position: Q2 2026 in Review

Nvest Wealth Strategies held its United Airlines (UAL) position steady in Q2 2026 at 4 shares worth $544. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Nvest Wealth Strategies first reported a position in UAL in Q1 2026 and has held it in 2 quarters since. 551 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Nvest Wealth Strategies held 4 shares of United Airlines worth $544 as of Q2 2026.
  • Nvest Wealth Strategies left its United Airlines share count unchanged in Q2 2026.
  • United Airlines made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #270 holding.
  • Nvest Wealth Strategies first reported a position in United Airlines in Q1 2026 and has held it in 2 quarters since.
  • 551 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.