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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
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

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Roxbury Financial's UAL Position: Q2 2026 in Review

Roxbury Financial reduced its United Airlines (UAL) stake by 5.8% in Q2 2026, selling an estimated $1.14K and leaving 180 shares worth $24.5K. The position accounts for 0.02% of the portfolio, ranked #248.

Roxbury Financial first reported a position in UAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $32K in Q4 2024. 205 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Roxbury Financial held 180 shares of United Airlines worth $24.5K as of Q2 2026.
  • Roxbury Financial sold 11 United Airlines shares in Q2 2026, an estimated $1.14K.
  • United Airlines made up 0.02% of Roxbury Financial's portfolio in Q2 2026, its #248 holding.
  • Roxbury Financial first reported a position in United Airlines in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's United Airlines position peaked at $32K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.