Retirement Planning Company of New England’s United Airlines UAL Stock Holding History

Retirement Planning Company of New England’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	$287K	Buy	+2,114	New	+$219K	0.1%	209
2026 Q1	–	Sell	-2,264	Closed	-$253K	–	257
2025 Q4	$253K	Hold	2,264	–	–	0.1%	211
2025 Q3	$218K	Sell	2,264 -300	-12%	-$28.9K	0.09%	229
2025 Q2	$204K	Buy	+2,564	New	+$189K	0.09%	222
2025 Q1	–	Sell	-2,184	Closed	-$212K	–	240
2024 Q4	$212K	Buy	+2,184	New	+$185K	0.1%	217
2022 Q1	–	Sell	-1,770	Closed	-$77K	–	837
2021 Q4	$77K	Buy	+1,770	New	+$82.1K	0.04%	343

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Retirement Planning Company of New England's UAL Position: Q2 2026 in Review

Retirement Planning Company of New England opened a new position in United Airlines (UAL) in Q2 2026: 2,114 shares worth $287K. The stake represents 0.1% of the portfolio and ranks #209 among its holdings. This is a return to the name: Retirement Planning Company of New England previously reported a position in UAL as recently as Q4 2025.

Retirement Planning Company of New England first reported a position in UAL in Q4 2021 and has held it in 6 quarters since. 612 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Retirement Planning Company of New England held 2,114 shares of United Airlines worth $287K as of Q2 2026.
United Airlines was a new Retirement Planning Company of New England position in Q2 2026.
United Airlines made up 0.1% of Retirement Planning Company of New England's portfolio in Q2 2026, its #209 holding.
Retirement Planning Company of New England first reported a position in United Airlines in Q4 2021 and has held it in 6 quarters since.
612 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.