VWM
UAL icon

Venturi Wealth Management’s United Airlines UAL Stock Holding History

Venturi 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 		$542K Buy
+3,985
New +$413K 0.02% 358
2026
Q1 		– Sell
-3,622
Closed -$405K – 667
2025
Q4 		$405K Buy
3,622
+210
+6% +$21.2K 0.02% 398
2025
Q3 		$329K Buy
3,412
+414
+14% +$39.8K 0.02% 423
2025
Q2 		$239K Buy
+2,998
New +$221K 0.01% 478
2025
Q1 		– Sell
-1,544
Closed -$150K – 1745
2024
Q4 		$150K Buy
1,544
+314
+26% +$26.5K 0.01% 627
2024
Q3 		$70.2K Buy
1,230
+373
+44% +$17.3K ﹤0.01% 663
2024
Q2 		$41.7K Buy
857
+191
+29% +$9.61K ﹤0.01% 722
2024
Q1 		$31.9K Buy
666
+12
+2% +$514 ﹤0.01% 612
2023
Q4 		$27K Buy
654
+274
+72% +$10.8K ﹤0.01% 624
2023
Q3 		$16.1K Sell
380
-8
-2% -$404 ﹤0.01% 689
2023
Q2 		$21.3K Buy
388
+8
+2% +$378 ﹤0.01% 540
2023
Q1 		$16.8K Buy
+380
New +$18.2K ﹤0.01% 628
2017
Q2 		– Sell
-4,080
Closed -$276K – 205
2017
Q1 		$276K Buy
+4,080
New +$295K 0.06% 154

Other funds holding UAL

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Venturi Wealth Management opened a new position in United Airlines (UAL) in Q2 2026: 3,985 shares worth $542K. The stake represents 0.02% of the portfolio and ranks #358 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in UAL as recently as Q4 2025.

Venturi Wealth Management first reported a position in UAL in Q1 2017 and has held it in 13 quarters since. 181 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Venturi Wealth Management held 3,985 shares of United Airlines worth $542K as of Q2 2026.
  • United Airlines was a new Venturi Wealth Management position in Q2 2026.
  • United Airlines made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #358 holding.
  • Venturi Wealth Management first reported a position in United Airlines in Q1 2017 and has held it in 13 quarters since.
  • 181 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.