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Quantum Financial Advisors’s United Airlines UAL Stock Holding History

Quantum Financial 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 		$254K Buy
+1,870
New +$194K 0.03% 206
2026
Q1 		– Sell
-2,028
Closed -$227K – 250
2025
Q4 		$227K Buy
+2,028
New +$205K 0.03% 197
2025
Q1 		– Sell
-2,215
Closed -$215K – 199
2024
Q4 		$215K Buy
+2,215
New +$187K 0.03% 172

Other funds holding UAL

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
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
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quantum Financial Advisors's UAL Position: Q2 2026 in Review

Quantum Financial Advisors opened a new position in United Airlines (UAL) in Q2 2026: 1,870 shares worth $254K. The stake represents 0.03% of the portfolio and ranks #206 among its holdings. This is a return to the name: Quantum Financial Advisors previously reported a position in UAL as recently as Q4 2025.

Quantum Financial Advisors first reported a position in UAL in Q4 2024 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Quantum Financial Advisors held 1,870 shares of United Airlines worth $254K as of Q2 2026.
  • United Airlines was a new Quantum Financial Advisors position in Q2 2026.
  • United Airlines made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #206 holding.
  • Quantum Financial Advisors first reported a position in United Airlines in Q4 2024 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.