Physician Wealth Advisors’s United Airlines UAL Stock Holding History

Physician 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 Q2	$35.6K	Buy	262 +32	+14%	+$3.31K	﹤0.01%	519
2026 Q1	$21.2K	Buy	230 +72	+46%	+$7.54K	﹤0.01%	601
2025 Q4	$17.7K	Sell	158 -1	-0.6%	-$101	﹤0.01%	620
2025 Q3	$15.3K	Buy	159 +78	+96%	+$7.5K	﹤0.01%	638
2025 Q2	$6.45K	Buy	81 +19	+31%	+$1.4K	﹤0.01%	741
2025 Q1	$4.28K	Buy	62 +27	+77%	+$2.55K	﹤0.01%	758
2024 Q4	$3.4K	Buy	+35	New	+$2.96K	﹤0.01%	783

Other funds holding UAL

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's UAL Position: Q2 2026 in Review

Physician Wealth Advisors increased its United Airlines (UAL) stake by 14% in Q2 2026, buying an estimated $3.31K and bringing the position to 262 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Physician Wealth Advisors first reported a position in UAL in Q4 2024 and has held it in 7 quarters since. 191 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Physician Wealth Advisors held 262 shares of United Airlines worth $35.6K as of Q2 2026.
Physician Wealth Advisors bought 32 United Airlines shares in Q2 2026, an estimated $3.31K.
United Airlines made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #519 holding.
Physician Wealth Advisors first reported a position in United Airlines in Q4 2024 and has held it in 7 quarters since.
191 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.