Perpetual Ltd’s United Airlines UAL Stock Holding History

Perpetual Ltd’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	–	Sell	-5,898	Closed	-$543K	–	457
2026 Q1	$543K	Buy	5,898 +2,703	+85%	+$283K	0.01%	302
2025 Q4	$357K	Buy	+3,195	New	+$323K	0.01%	350
2025 Q3	–	Sell	-3,994	Closed	-$318K	–	452
2025 Q2	$318K	Buy	+3,994	New	+$294K	﹤0.01%	370
2014 Q4	–	Sell	-101,242	Closed	-$4.74M	–	225
2014 Q3	$4.74M	Sell	101,242 -102,998	-50%	-$4.78M	0.51%	67
2014 Q2	$8.39M	Buy	204,240 +65,740	+47%	+$2.83M	0.74%	26
2014 Q1	$6.18M	Sell	138,500 -90,200	-39%	-$4.06M	0.91%	39
2013 Q4	$8.65M	Buy	+228,700	New	+$8.01M	1.14%	27

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

Perpetual Ltd's UAL Position: Q2 2026 in Review

Perpetual Ltd sold out of United Airlines (UAL) in Q2 2026, closing a stake of 5,898 shares — an estimated $543K sold.

Perpetual Ltd first reported a position in UAL in Q4 2013 and held it in 7 quarters. The position peaked at $8.65M in Q4 2013. 216 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Perpetual Ltd reported no remaining United Airlines position as of Q2 2026 after selling out during the quarter.
Perpetual Ltd sold 5,898 United Airlines shares in Q2 2026, an estimated $543K.
Perpetual Ltd first reported a position in United Airlines in Q4 2013 and held it in 7 quarters.
Perpetual Ltd's United Airlines position peaked at $8.65M in Q4 2013.
216 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.