True Wealth Design’s United Airlines UAL Stock Holding History

True Wealth Design’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	$313K	Buy	2,299 +541	+31%	+$56K	0.07%	66
2026 Q1	$162K	Buy	1,758 +406	+30%	+$42.5K	0.04%	122
2025 Q4	$151K	Buy	1,352 +113	+9%	+$11.4K	0.04%	116
2025 Q3	$120K	Buy	1,239 +203	+20%	+$19.5K	0.04%	129
2025 Q2	$82.5K	Buy	1,036 +969	+1,446%	+$71.4K	0.03%	128
2025 Q1	$4.63K	Buy	67 +14	+26%	+$1.32K	﹤0.01%	711
2024 Q4	$5.15K	Buy	53 +9	+20%	+$761	﹤0.01%	528
2024 Q3	$2.51K	Buy	44 +17	+63%	+$787	﹤0.01%	725
2024 Q2	$1.31K	Buy	27 +10	+59%	+$503	﹤0.01%	450
2024 Q1	$814	Buy	17 +7	+70%	+$300	﹤0.01%	511
2023 Q4	$413	Buy	10 +3	+43%	+$118	﹤0.01%	522
2023 Q3	$297	Hold	7	–	–	﹤0.01%	563
2023 Q2	$385	Hold	7	–	–	﹤0.01%	511
2023 Q1	$310	Hold	7	–	–	﹤0.01%	650
2022 Q4	$264	Buy	+7	New	+$284	﹤0.01%	611

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) 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

True Wealth Design's UAL Position: Q2 2026 in Review

True Wealth Design increased its United Airlines (UAL) stake by 31% in Q2 2026, buying an estimated $56K and bringing the position to 2,299 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #66.

True Wealth Design first reported a position in UAL in Q4 2022 and has held it in 15 quarters since. 211 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

True Wealth Design held 2,299 shares of United Airlines worth $313K as of Q2 2026.
True Wealth Design bought 541 United Airlines shares in Q2 2026, an estimated $56K.
United Airlines made up 0.07% of True Wealth Design's portfolio in Q2 2026, its #66 holding.
True Wealth Design first reported a position in United Airlines in Q4 2022 and has held it in 15 quarters since.
211 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.