VisionPoint Advisory Group’s United Airlines UAL Stock Holding History

VisionPoint Advisory Group’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 Q3	$367K	Buy	3,305 +396	+14%	+$46.7K	0.06%	301
2026 Q2	$396K	Sell	2,909 -2,043	-41%	-$212K	0.06%	296
2026 Q1	$456K	Sell	4,952 -220	-4%	-$23.1K	0.09%	245
2025 Q4	$578K	Buy	5,172 +671	+15%	+$67.8K	0.11%	191
2025 Q3	$434K	Buy	+4,501	New	+$433K	0.09%	225
2024 Q3	–	Sell	-28	Closed	-$1.36K	–	747
2024 Q2	$1.36K	Sell	28 -15	-35%	-$755	﹤0.01%	699
2024 Q1	$2.06K	Buy	43 +6	+16%	+$257	﹤0.01%	679
2023 Q4	$1.53K	Sell	37 -18	-33%	-$708	﹤0.01%	652
2023 Q3	$2.33K	Buy	+55	New	+$2.78K	﹤0.01%	580

Other funds holding UAL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VisionPoint Advisory Group's UAL Position: Q3 2026 in Review

VisionPoint Advisory Group increased its United Airlines (UAL) stake by 14% in Q3 2026, buying an estimated $46.7K and bringing the position to 3,305 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #301.

VisionPoint Advisory Group first reported a position in UAL in Q3 2023 and has held it in 9 quarters since. The position peaked at $578K in Q4 2025. 210 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

VisionPoint Advisory Group held 3,305 shares of United Airlines worth $367K as of Q3 2026.
VisionPoint Advisory Group bought 396 United Airlines shares in Q3 2026, an estimated $46.7K.
United Airlines made up 0.06% of VisionPoint Advisory Group's portfolio in Q3 2026, its #301 holding.
VisionPoint Advisory Group first reported a position in United Airlines in Q3 2023 and has held it in 9 quarters since.
VisionPoint Advisory Group's United Airlines position peaked at $578K in Q4 2025.
210 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.