OFI Invest Asset Management’s United Airlines UAL Stock Holding History

OFI Invest Asset Management’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	$684K	Buy	5,751 +1,045	+22%	+$108K	0.01%	301
2026 Q1	$376K	Sell	4,706 -134	-3%	-$14K	0.01%	295
2025 Q4	$461K	Buy	+4,840	New	+$489K	0.01%	277

Other funds holding UAL

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

OFI Invest Asset Management's UAL Position: Q2 2026 in Review

OFI Invest Asset Management increased its United Airlines (UAL) stake by 22% in Q2 2026, buying an estimated $108K and bringing the position to 5,751 shares worth $684K. The position accounts for 0.01% of the portfolio, ranked #301.

OFI Invest Asset Management first reported a position in UAL in Q4 2025 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

OFI Invest Asset Management held 5,751 shares of United Airlines worth $684K as of Q2 2026.
OFI Invest Asset Management bought 1,045 United Airlines shares in Q2 2026, an estimated $108K.
United Airlines made up 0.01% of OFI Invest Asset Management's portfolio in Q2 2026, its #301 holding.
OFI Invest Asset Management first reported a position in United Airlines in Q4 2025 and has held it in 3 quarters since.
599 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.