Richwood Investment Advisors’s United Airlines UAL Stock Holding History

Richwood Investment 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	$366K	Hold	2,691	–	–	0.26%	82
2026 Q1	$248K	Hold	2,691	–	–	0.19%	87
2025 Q4	$312K	Hold	2,691	–	–	0.22%	84
2025 Q3	$260K	Hold	2,691	–	–	0.2%	93
2025 Q2	$214K	Buy	+2,691	New	+$198K	0.18%	97
2025 Q1	–	Sell	-2,691	Closed	-$261K	–	103
2024 Q4	$261K	Buy	+2,691	New	+$228K	0.22%	88
2022 Q1	–	Sell	-1,595	Closed	-$70K	–	239
2021 Q4	$70K	Buy	+1,595	New	+$74K	0.06%	149

Other funds holding UAL

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Richwood Investment Advisors's UAL Position: Q2 2026 in Review

Richwood Investment Advisors held its United Airlines (UAL) position steady in Q2 2026 at 2,691 shares worth $366K. The position accounts for 0.26% of the portfolio, ranked #82.

Richwood Investment Advisors first reported a position in UAL in Q4 2021 and has held it in 7 quarters since. 363 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Richwood Investment Advisors held 2,691 shares of United Airlines worth $366K as of Q2 2026.
Richwood Investment Advisors left its United Airlines share count unchanged in Q2 2026.
United Airlines made up 0.26% of Richwood Investment Advisors's portfolio in Q2 2026, its #82 holding.
Richwood Investment Advisors first reported a position in United Airlines in Q4 2021 and has held it in 7 quarters since.
363 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.