Valued Wealth Advisors’s United Airlines UAL Stock Holding History

Valued Wealth 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
2026 Q2	$8.3K	Buy	61 +36	+144%	+$3.73K	﹤0.01%	344
2026 Q1	$2.3K	Sell	25 -16	-39%	-$1.68K	﹤0.01%	543
2025 Q4	$4.58K	Buy	41 +8	+24%	+$808	﹤0.01%	319
2025 Q3	$3.19K	Buy	33 +6	+22%	+$577	﹤0.01%	345
2025 Q2	$2.15K	Hold	27	–	–	﹤0.01%	378
2025 Q1	$1.86K	Sell	27 -14	-34%	-$1.32K	﹤0.01%	420
2024 Q4	$3.98K	Buy	41 +23	+128%	+$1.94K	﹤0.01%	332
2024 Q3	$1.03K	Sell	18 -16	-47%	-$741	﹤0.01%	450
2024 Q2	$1.66K	Buy	34 +13	+62%	+$654	﹤0.01%	387
2024 Q1	$1.01K	Sell	21 -6	-22%	-$257	﹤0.01%	437
2023 Q4	$1.14K	Buy	+27	New	+$1.06K	﹤0.01%	372

Other funds holding UAL

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valued Wealth Advisors's UAL Position: Q2 2026 in Review

Valued Wealth Advisors increased its United Airlines (UAL) stake by 144% in Q2 2026, buying an estimated $3.73K and bringing the position to 61 shares worth $8.3K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Valued Wealth Advisors first reported a position in UAL in Q4 2023 and has held it in 11 quarters since. 197 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Valued Wealth Advisors held 61 shares of United Airlines worth $8.3K as of Q2 2026.
Valued Wealth Advisors bought 36 United Airlines shares in Q2 2026, an estimated $3.73K.
United Airlines made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #344 holding.
Valued Wealth Advisors first reported a position in United Airlines in Q4 2023 and has held it in 11 quarters since.
197 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.