Triumph Capital Management’s United Airlines UAL Stock Holding History

Triumph Capital 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 Q3	$62.7K	Buy	565 +5	+0.9%	+$589	0.01%	631
2026 Q2	$76.2K	Sell	560 -181	-24%	-$18.7K	0.01%	555
2026 Q1	$68.2K	Buy	741 +26	+4%	+$2.72K	0.01%	552
2025 Q4	$80K	Buy	+715	New	+$72.3K	0.02%	486
2022 Q2	–	Sell	-5,761	Closed	-$267K	–	228
2022 Q1	$267K	Sell	5,761 -2,694	-32%	-$117K	0.12%	174
2021 Q4	$370K	Buy	8,455 +1,176	+16%	+$54.5K	0.16%	138
2021 Q3	$346K	Sell	7,279 -57	-0.8%	-$2.69K	0.16%	133
2021 Q2	$363K	Buy	+7,336	New	+$407K	0.21%	112

Other funds holding UAL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Triumph Capital Management's UAL Position: Q3 2026 in Review

Triumph Capital Management increased its United Airlines (UAL) stake by 0.89% in Q3 2026, buying an estimated $589 and bringing the position to 565 shares worth $62.7K. The position accounts for 0.01% of the portfolio, ranked #631.

Triumph Capital Management first reported a position in UAL in Q2 2021 and has held it in 8 quarters since. The position peaked at $370K in Q4 2021. 599 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

Triumph Capital Management held 565 shares of United Airlines worth $62.7K as of Q3 2026.
Triumph Capital Management bought 5 United Airlines shares in Q3 2026, an estimated $589.
United Airlines made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #631 holding.
Triumph Capital Management first reported a position in United Airlines in Q2 2021 and has held it in 8 quarters since.
Triumph Capital Management's United Airlines position peaked at $370K in Q4 2021.
599 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.