Retirement Wealth Solutions
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Retirement Wealth Solutions’s United Airlines UAL Stock Holding History

Retirement Wealth Solutions’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 		$4.11K Buy
37
+4
+12% +$471 ﹤0.01% 422
2026
Q2 		$4.49K Buy
33
+8
+32% +$829 ﹤0.01% 363
2026
Q1 		$2.3K Hold
25
– – ﹤0.01% 472
2025
Q4 		$2.8K Buy
25
+9
+56% +$909 ﹤0.01% 407
2025
Q3 		$1.54K Buy
+16
New +$1.54K ﹤0.01% 474

Other funds holding UAL

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Retirement Wealth Solutions's UAL Position: Q3 2026 in Review

Retirement Wealth Solutions increased its United Airlines (UAL) stake by 12% in Q3 2026, buying an estimated $471 and bringing the position to 37 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Retirement Wealth Solutions first reported a position in UAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.49K in Q2 2026. 210 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Retirement Wealth Solutions held 37 shares of United Airlines worth $4.11K as of Q3 2026.
  • Retirement Wealth Solutions bought 4 United Airlines shares in Q3 2026, an estimated $471.
  • United Airlines made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #422 holding.
  • Retirement Wealth Solutions first reported a position in United Airlines in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's United Airlines position peaked at $4.49K in Q2 2026.
  • 210 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.