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Waddell & Associates’s United Airlines UAL Stock Holding History

Waddell & Associates’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 		$553K Sell
4,070
-1,458
-26% -$151K 0.03% 253
2026
Q1 		$509K Buy
5,528
+3,536
+178% +$371K 0.03% 235
2025
Q4 		$223K Buy
+1,992
New +$201K 0.02% 342

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

Waddell & Associates's UAL Position: Q2 2026 in Review

Waddell & Associates reduced its United Airlines (UAL) stake by 26% in Q2 2026, selling an estimated $151K and leaving 4,070 shares worth $553K. The position accounts for 0.03% of the portfolio, ranked #253.

Waddell & Associates first reported a position in UAL in Q4 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Waddell & Associates held 4,070 shares of United Airlines worth $553K as of Q2 2026.
  • Waddell & Associates sold 1,458 United Airlines shares in Q2 2026, an estimated $151K.
  • United Airlines made up 0.03% of Waddell & Associates's portfolio in Q2 2026, its #253 holding.
  • Waddell & Associates first reported a position in United Airlines in Q4 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.