SageGuard Financial Group’s United Airlines UAL Stock Holding History

SageGuard Financial Group’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	$575K	Hold	4,227	–	–	0.08%	129
2026 Q1	$389K	Sell	4,227 -255	-6%	-$26.7K	0.06%	134
2025 Q4	$501K	Buy	+4,482	New	+$453K	0.08%	115
2021 Q3	–	Sell	-8,979	Closed	-$470K	–	116
2021 Q2	$470K	Sell	8,979 -508	-5%	-$28.2K	0.21%	81
2021 Q1	$548K	Buy	9,487 +10	+0.1%	+$488	0.26%	68
2020 Q4	$409K	Buy	+9,477	New	+$383K	0.2%	77

Other funds holding UAL

BlackRock New York $6.73T AUM 46.02% 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

USGIU

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

SageGuard Financial Group's UAL Position: Q2 2026 in Review

SageGuard Financial Group held its United Airlines (UAL) position steady in Q2 2026 at 4,227 shares worth $575K. The position accounts for 0.08% of the portfolio, ranked #129.

SageGuard Financial Group first reported a position in UAL in Q4 2020 and has held it in 6 quarters since. 551 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

SageGuard Financial Group held 4,227 shares of United Airlines worth $575K as of Q2 2026.
SageGuard Financial Group left its United Airlines share count unchanged in Q2 2026.
United Airlines made up 0.08% of SageGuard Financial Group's portfolio in Q2 2026, its #129 holding.
SageGuard Financial Group first reported a position in United Airlines in Q4 2020 and has held it in 6 quarters since.
551 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.