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Spire Wealth Management’s United Airlines UAL Stock Holding History

Spire Wealth 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 		$79.8K Sell
587
-1,496
-72% -$155K ﹤0.01% 1045
2026
Q1 		$192K Sell
2,083
-5
-0.2% -$524 0.01% 785
2025
Q4 		$233K Buy
2,088
+13
+0.6% +$1.31K 0.01% 759
2025
Q3 		$200K Sell
2,075
-549
-21% -$52.8K 0.01% 783
2025
Q2 		$209K Sell
2,624
-898
-25% -$66.2K 0.01% 755
2025
Q1 		$243K Sell
3,522
-4
-0.1% -$378 0.01% 774
2024
Q4 		$342K Sell
3,526
-97
-3% -$8.2K 0.01% 673
2024
Q3 		$207K Buy
3,623
+430
+13% +$19.9K 0.01% 722
2024
Q2 		$155K Sell
3,193
-2,101
-40% -$106K 0.01% 778
2024
Q1 		$253K Buy
5,294
+721
+16% +$30.9K ﹤0.01% 709
2023
Q4 		$178K Sell
4,573
-392
-8% -$15.4K 0.01% 796
2023
Q3 		$210K Sell
4,965
-1,051
-17% -$53.1K 0.01% 697
2023
Q2 		$330K Sell
6,016
-621
-9% -$29.3K 0.01% 592
2023
Q1 		$294K Buy
6,637
+305
+5% +$14.6K 0.01% 619
2022
Q4 		$239K Sell
6,332
-3,076
-33% -$125K 0.01% 511
2022
Q3 		$306K Sell
9,408
-3,944
-30% -$147K 0.02% 436
2022
Q2 		$473K Sell
13,352
-6,423
-32% -$282K 0.02% 492
2022
Q1 		$917K Buy
19,775
+28
+0.1% +$1.21K 0.02% 403
2021
Q4 		$865K Buy
19,747
+2,347
+13% +$109K 0.02% 512
2021
Q3 		$828K Sell
17,400
-4,462
-20% -$210K 0.02% 456
2021
Q2 		$1.14M Sell
21,862
-500
-2% -$27.7K 0.03% 391
2021
Q1 		$1.29M Buy
+22,362
New +$1.09M 0.03% 374

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

Spire Wealth Management's UAL Position: Q2 2026 in Review

Spire Wealth Management reduced its United Airlines (UAL) stake by 72% in Q2 2026, selling an estimated $155K and leaving 587 shares worth $79.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Spire Wealth Management first reported a position in UAL in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.29M in Q1 2021. 213 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Spire Wealth Management held 587 shares of United Airlines worth $79.8K as of Q2 2026.
  • Spire Wealth Management sold 1,496 United Airlines shares in Q2 2026, an estimated $155K.
  • United Airlines made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1045 holding.
  • Spire Wealth Management first reported a position in United Airlines in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's United Airlines position peaked at $1.29M in Q1 2021.
  • 213 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.