RAFFA WEALTH MANAGEMENT, LLC’s United Airlines UAL Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$4.22K	Buy	31 +4	+15%	+$414	﹤0.01%	628
2026 Q1	$2.49K	Buy	27 +6	+29%	+$629	﹤0.01%	695
2025 Q4	$2.35K	Buy	21 +15	+250%	+$1.52K	﹤0.01%	706
2025 Q3	$579	Buy	+6	New	+$577	﹤0.01%	1035
2024 Q4	–	Sell	-17	Closed	-$970	–	1139
2024 Q3	$970	Hold	17	–	–	﹤0.01%	848
2024 Q2	$827	Hold	17	–	–	﹤0.01%	951
2024 Q1	$814	Hold	17	–	–	﹤0.01%	939
2023 Q4	$701	Sell	17 -21	-55%	-$826	﹤0.01%	914
2023 Q3	$1.61K	Hold	38	–	–	﹤0.01%	650
2023 Q2	$2.08K	Sell	38 -1,000	-96%	-$47.2K	﹤0.01%	593
2023 Q1	$45.9K	Hold	1,038	–	–	0.02%	154
2022 Q4	$39.1K	Hold	1,038	–	–	0.02%	157
2022 Q3	$33.8K	Hold	1,038	–	–	0.02%	166
2022 Q2	$36.8K	Buy	1,038 +1,000	+2,632%	+$43.9K	0.02%	164
2022 Q1	$1.76K	Hold	38	–	–	﹤0.01%	673
2021 Q4	$1.66K	Hold	38	–	–	﹤0.01%	711
2021 Q3	$1.81K	Hold	38	–	–	﹤0.01%	646
2021 Q2	$1.99K	Hold	38	–	–	﹤0.01%	629
2021 Q1	$2.19K	Buy	38 +2	+6%	+$98	﹤0.01%	610
2020 Q4	$1.56K	Hold	36	–	–	﹤0.01%	618
2020 Q3	$1.25K	Hold	36	–	–	﹤0.01%	605
2020 Q2	$1.25K	Buy	36 +15	+71%	+$450	﹤0.01%	598
2020 Q1	$663	Hold	21	–	–	﹤0.01%	688
2019 Q4	$1.85K	Hold	21	–	–	﹤0.01%	416
2019 Q3	$1.86K	Buy	+21	New	+$1.86K	﹤0.01%	412
2019 Q2	–	Sell	-21	Closed	-$1.68K	–	1343
2019 Q1	$1.68K	Hold	21	–	–	﹤0.01%	396
2018 Q4	$1.76K	Hold	21	–	–	﹤0.01%	381
2018 Q3	$1.87K	Hold	21	–	–	﹤0.01%	410
2018 Q2	$1.46K	Hold	21	–	–	﹤0.01%	431
2018 Q1	$1.46K	Buy	+21	New	+$1.45K	﹤0.01%	412
2017 Q1	–	Sell	-10	Closed	-$729	–	831
2016 Q4	$729	Hold	10	–	–	﹤0.01%	556
2016 Q3	$525	Hold	10	–	–	﹤0.01%	700
2016 Q2	$410	Hold	10	–	–	﹤0.01%	757
2016 Q1	$599	Hold	10	–	–	﹤0.01%	612
2015 Q4	$573	Hold	10	–	–	﹤0.01%	627
2015 Q3	$531	Hold	10	–	–	﹤0.01%	641
2015 Q2	$530	Hold	10	–	–	﹤0.01%	677
2015 Q1	$673	Hold	10	–	–	﹤0.01%	548
2014 Q4	$669	Hold	10	–	–	﹤0.01%	513
2014 Q3	$468	Buy	+10	New	+$464	﹤0.01%	678
2014 Q1	–	Sell	-10	Closed	-$669	–	713
2013 Q4	$669	Buy	+10	New	+$350	﹤0.01%	513

Other funds holding UAL

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's UAL Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its United Airlines (UAL) stake by 15% in Q2 2026, buying an estimated $414 and bringing the position to 31 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UAL in Q4 2013 and has held it in 41 quarters since. The position peaked at $45.9K in Q1 2023. 312 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 31 shares of United Airlines worth $4.22K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 4 United Airlines shares in Q2 2026, an estimated $414.
United Airlines made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #628 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in United Airlines in Q4 2013 and has held it in 41 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's United Airlines position peaked at $45.9K in Q1 2023.
312 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.