Roxbury Financial
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Roxbury Financial’s United Airlines UAL Stock Holding History

Roxbury Financial’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 		$20K Hold
180
– – 0.02% 287
2026
Q2 		$24.5K Sell
180
-11
-6% -$1.14K 0.02% 248
2026
Q1 		$17.6K Hold
191
– – 0.02% 270
2025
Q4 		$21.4K Sell
191
-139
-42% -$14K 0.02% 249
2025
Q3 		$31.8K Hold
330
– – 0.03% 215
2025
Q2 		$26.3K Hold
330
– – 0.03% 224
2025
Q1 		$31K Hold
330
– – 0.03% 200
2024
Q4 		$32K Buy
+330
New +$27.9K 0.03% 205

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 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

Roxbury Financial's UAL Position: Q3 2026 in Review

Roxbury Financial held its United Airlines (UAL) position steady in Q3 2026 at 180 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #287.

Roxbury Financial first reported a position in UAL in Q4 2024 and has held it in 8 quarters since. The position peaked at $32K in Q4 2024. 323 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Roxbury Financial held 180 shares of United Airlines worth $20K as of Q3 2026.
  • Roxbury Financial left its United Airlines share count unchanged in Q3 2026.
  • United Airlines made up 0.02% of Roxbury Financial's portfolio in Q3 2026, its #287 holding.
  • Roxbury Financial first reported a position in United Airlines in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's United Airlines position peaked at $32K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.