Sound Income Strategies’s United Airlines UAL Stock Holding History

Sound Income Strategies’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	–	Sell	-1,424	Closed	-$135K	–	2261
2026 Q1	$135K	Buy	1,424 +1,392	+4,350%	+$146K	0.01%	514
2025 Q4	$3.63K	Buy	32 +27	+540%	+$2.73K	﹤0.01%	1943
2025 Q3	$507	Hold	5	–	–	﹤0.01%	1534
2025 Q2	$398	Buy	+5	New	+$368	﹤0.01%	1483
2024 Q4	–	Sell	-889	Closed	-$50.7K	–	1548
2024 Q3	$50.7K	Sell	889 -188	-17%	-$8.7K	﹤0.01%	444
2024 Q2	$52.4K	Hold	1,077	–	–	﹤0.01%	427
2024 Q1	$51.6K	Sell	1,077 -348	-24%	-$14.9K	﹤0.01%	411
2023 Q4	$58.8K	Buy	1,425 +753	+112%	+$29.6K	﹤0.01%	369
2023 Q3	$28.4K	Hold	672	–	–	﹤0.01%	381
2023 Q2	$36.9K	Sell	672 -50	-7%	-$2.36K	﹤0.01%	335
2023 Q1	$31.9K	Buy	+722	New	+$34.6K	﹤0.01%	347
2022 Q2	–	Sell	-20	Closed	-$1K	–	953
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	844
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	810
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	791
2021 Q2	$1K	Sell	20 -20	-50%	-$1.11K	﹤0.01%	841
2021 Q1	$2.3K	Buy	+40	New	+$1.95K	﹤0.01%	750

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sound Income Strategies's UAL Position: Q2 2026 in Review

Sound Income Strategies sold out of United Airlines (UAL) in Q2 2026, closing a stake of 1,424 shares — an estimated $135K sold.

Sound Income Strategies first reported a position in UAL in Q1 2021 and held it in 16 quarters. The position peaked at $135K in Q1 2026. 276 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Sound Income Strategies reported no remaining United Airlines position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1,424 United Airlines shares in Q2 2026, an estimated $135K.
Sound Income Strategies first reported a position in United Airlines in Q1 2021 and held it in 16 quarters.
Sound Income Strategies's United Airlines position peaked at $135K in Q1 2026.
276 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.