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Valeo Financial Advisors’s United Airlines UAL Stock Holding History

Valeo Financial Advisors’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
2025
Q1 		– Sell
-700
Closed -$68K – 770
2024
Q4 		$68K Buy
+700
New +$59.2K ﹤0.01% 711

Other funds holding UAL

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

Valeo Financial Advisors's UAL Position: Q3 2026 in Review

Valeo Financial Advisors increased its United Airlines (UAL) stake by 1.2% in Q3 2026, buying an estimated $4.83K and bringing the position to 3,550 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #534.

Valeo Financial Advisors first reported a position in UAL in Q3 2017 and has held it in 27 quarters since. The position peaked at $482K in Q3 2025. 32 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Valeo Financial Advisors held 3,550 shares of United Airlines worth $394K as of Q3 2026.
  • Valeo Financial Advisors bought 41 United Airlines shares in Q3 2026, an estimated $4.83K.
  • United Airlines made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #534 holding.
  • Valeo Financial Advisors first reported a position in United Airlines in Q3 2017 and has held it in 27 quarters since.
  • Valeo Financial Advisors's United Airlines position peaked at $482K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

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