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Peterson Wealth Advisors’s United Airlines UAL Stock Holding History

Peterson Wealth Advisors’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
Q3 		– Sell
-1,763
Closed -$240K – 122
2026
Q2 		$240K Buy
+1,763
New +$183K 0.03% 107

Other funds holding UAL

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Peterson Wealth Advisors's UAL Position: Q3 2026 in Review

Peterson Wealth Advisors sold out of United Airlines (UAL) in Q3 2026, closing a stake of 1,763 shares — an estimated $240K sold.

Peterson Wealth Advisors first reported a position in UAL in Q2 2026 and held it in 1 quarter. The position peaked at $240K in Q2 2026. 32 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Peterson Wealth Advisors reported no remaining United Airlines position as of Q3 2026 after selling out during the quarter.
  • Peterson Wealth Advisors sold 1,763 United Airlines shares in Q3 2026, an estimated $240K.
  • Peterson Wealth Advisors first reported a position in United Airlines in Q2 2026 and held it in 1 quarter.
  • Peterson Wealth Advisors's United Airlines position peaked at $240K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Peterson Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.