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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
Q3 		– Sell
-200
Closed -$15.9K – 885
2025
Q2 		$15.9K Buy
+200
New +$14.7K ﹤0.01% 773
2025
Q1 		– Sell
-700
Closed -$68K – 771
2024
Q4 		$68K Buy
+700
New +$59.2K ﹤0.01% 712

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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Valeo Financial Advisors's UAL Position: Q2 2026 in Review

Valeo Financial Advisors increased its United Airlines (UAL) stake by 25% in Q2 2026, buying an estimated $73.4K and bringing the position to 3,509 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #468.

Valeo Financial Advisors first reported a position in UAL in Q3 2017 and has held it in 26 quarters since. The position peaked at $482K in Q3 2025. 219 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Valeo Financial Advisors held 3,509 shares of United Airlines worth $477K as of Q2 2026.
  • Valeo Financial Advisors bought 709 United Airlines shares in Q2 2026, an estimated $73.4K.
  • United Airlines made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #468 holding.
  • Valeo Financial Advisors first reported a position in United Airlines in Q3 2017 and has held it in 26 quarters since.
  • Valeo Financial Advisors's United Airlines position peaked at $482K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.