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United Wealth Management’s United Airlines UAL Stock Holding History

United 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 		$328K Hold
2,413
– – 0.07% 21
2026
Q1 		$222K Sell
2,413
-1,312
-35% -$137K 0.06% 23
2025
Q4 		$417K Sell
3,725
-188
-5% -$19K 0.11% 20
2025
Q3 		$378K Hold
3,913
– – 0.1% 19
2025
Q2 		$312K Hold
3,913
– – 0.09% 20
2025
Q1 		$270K Hold
3,913
– – 0.08% 21
2024
Q4 		$380K Buy
+3,913
New +$331K 0.13% 19

Other funds holding UAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

United Wealth Management held its United Airlines (UAL) position steady in Q2 2026 at 2,413 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #21.

United Wealth Management first reported a position in UAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $417K in Q4 2025. 551 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • United Wealth Management held 2,413 shares of United Airlines worth $328K as of Q2 2026.
  • United Wealth Management left its United Airlines share count unchanged in Q2 2026.
  • United Airlines made up 0.07% of United Wealth Management's portfolio in Q2 2026, its #21 holding.
  • United Wealth Management first reported a position in United Airlines in Q4 2024 and has held it in 7 quarters since.
  • United Wealth Management's United Airlines position peaked at $417K in Q4 2025.
  • 551 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on United Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.