Sax Wealth Advisors’s United Airlines UAL Stock Holding History

Sax Wealth 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	$252K	Buy	2,741 +3	+0.1%	+$311	0.01%	478
2026 Q1	$306K	Buy	2,738 +300	+12%	+$31.4K	0.01%	380
2025 Q4	$273K	Buy	+2,438	New	+$246K	0.01%	422
2021 Q3	–	Sell	-4,373	Closed	-$229K	–	173
2021 Q2	$229K	Buy	4,373 +380	+10%	+$21.1K	0.08%	142
2021 Q1	$230K	Buy	+3,993	New	+$195K	0.08%	130

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) 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

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

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sax Wealth Advisors's UAL Position: Q2 2026 in Review

Sax Wealth Advisors increased its United Airlines (UAL) stake by 0.11% in Q2 2026, buying an estimated $311 and bringing the position to 2,741 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #478.

Sax Wealth Advisors first reported a position in UAL in Q1 2021 and has held it in 5 quarters since. The position peaked at $306K in Q1 2026. 219 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Sax Wealth Advisors held 2,741 shares of United Airlines worth $252K as of Q2 2026.
Sax Wealth Advisors bought 3 United Airlines shares in Q2 2026, an estimated $311.
United Airlines made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #478 holding.
Sax Wealth Advisors first reported a position in United Airlines in Q1 2021 and has held it in 5 quarters since.
Sax Wealth Advisors's United Airlines position peaked at $306K in Q1 2026.
219 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.