Toth Financial Advisory’s United Airlines UAL Stock Holding History

Toth Financial Advisory’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 Q3	$51.5K	Buy	464 +13	+3%	+$1.53K	0.01%	375
2026 Q2	$61.3K	Hold	451	–	–	0.01%	357
2026 Q1	$41.5K	Hold	451	–	–	﹤0.01%	380
2025 Q4	$50.4K	Hold	451	–	–	0.01%	358
2025 Q3	$43.5K	Hold	451	–	–	﹤0.01%	372
2025 Q2	$35.9K	Hold	451	–	–	﹤0.01%	359
2025 Q1	$31.1K	Hold	451	–	–	﹤0.01%	345
2024 Q4	$43.8K	Hold	451	–	–	0.01%	312
2024 Q3	$25.7K	Hold	451	–	–	﹤0.01%	355
2024 Q2	$21.9K	Hold	451	–	–	﹤0.01%	384
2024 Q1	$21.6K	Hold	451	–	–	﹤0.01%	381
2023 Q4	$18.6K	Hold	451	–	–	﹤0.01%	398
2023 Q3	$19.1K	Buy	451 +51	+13%	+$2.58K	﹤0.01%	378
2023 Q2	$21.9K	Hold	400	–	–	﹤0.01%	379
2023 Q1	$17.7K	Hold	400	–	–	﹤0.01%	398
2022 Q4	$15.1K	Hold	400	–	–	﹤0.01%	405
2022 Q3	$13K	Hold	400	–	–	﹤0.01%	430
2022 Q2	$14K	Hold	400	–	–	﹤0.01%	400
2022 Q1	$19K	Sell	400 -40	-9%	-$1.73K	﹤0.01%	396
2021 Q4	$19K	Hold	440	–	–	﹤0.01%	407
2021 Q3	$21K	Sell	440 -80	-15%	-$3.77K	﹤0.01%	392
2021 Q2	$27K	Hold	520	–	–	﹤0.01%	342
2021 Q1	$30K	Buy	520 +87	+20%	+$4.25K	﹤0.01%	332
2020 Q4	$19K	Hold	433	–	–	﹤0.01%	351
2020 Q3	$15K	Hold	433	–	–	﹤0.01%	346
2020 Q2	$15K	Buy	433 +33	+8%	+$990	﹤0.01%	311
2020 Q1	$13K	Buy	+400	New	+$26.4K	﹤0.01%	257

Other funds holding UAL

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Toth Financial Advisory's UAL Position: Q3 2026 in Review

Toth Financial Advisory increased its United Airlines (UAL) stake by 2.9% in Q3 2026, buying an estimated $1.53K and bringing the position to 464 shares worth $51.5K. The position accounts for 0.01% of the portfolio, ranked #375.

Toth Financial Advisory first reported a position in UAL in Q1 2020 and has held it in 27 quarters since. The position peaked at $61.3K in Q2 2026. 32 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

Toth Financial Advisory held 464 shares of United Airlines worth $51.5K as of Q3 2026.
Toth Financial Advisory bought 13 United Airlines shares in Q3 2026, an estimated $1.53K.
United Airlines made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #375 holding.
Toth Financial Advisory first reported a position in United Airlines in Q1 2020 and has held it in 27 quarters since.
Toth Financial Advisory's United Airlines position peaked at $61.3K in Q2 2026.
32 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.