Smallwood Wealth Investment Management’s United Airlines UAL Stock Holding History

Smallwood Wealth Investment Management’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	$107K	Hold	790	–	–	0.05%	133
2026 Q1	$72.7K	Hold	790	–	–	0.04%	145
2025 Q4	$88.3K	Sell	790 -710	-47%	-$71.7K	0.05%	127
2025 Q3	$145K	Buy	1,500 +500	+50%	+$48.1K	0.07%	101
2025 Q2	$79.6K	Hold	1,000	–	–	0.05%	129
2025 Q1	$69K	Buy	+1,000	New	+$94.4K	0.04%	135

Other funds holding UAL

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

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Smallwood Wealth Investment Management's UAL Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its United Airlines (UAL) position steady in Q2 2026 at 790 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #133.

Smallwood Wealth Investment Management first reported a position in UAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $145K in Q3 2025. 312 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Smallwood Wealth Investment Management held 790 shares of United Airlines worth $107K as of Q2 2026.
Smallwood Wealth Investment Management left its United Airlines share count unchanged in Q2 2026.
United Airlines made up 0.05% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #133 holding.
Smallwood Wealth Investment Management first reported a position in United Airlines in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's United Airlines position peaked at $145K in Q3 2025.
312 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.