Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s United Airlines UAL Stock Holding History

Wealth Enhancement Advisory Services’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 		$8.81M Buy
72,570
+5,849
+9% +$606K 0.01% 732
2026
Q1 		$5.85M Buy
66,721
+9,342
+16% +$979K 0.01% 831
2025
Q4 		$6.75M Buy
57,379
+14,967
+35% +$1.51M 0.01% 875
2025
Q3 		$4.1M Sell
42,412
-111,685
-72% -$10.7M 0.01% 1043
2025
Q2 		$12.7M Buy
154,097
+130,354
+549% +$9.6M 0.02% 559
2025
Q1 		$1.64M Buy
23,743
+403
+2% +$38.1K ﹤0.01% 1355
2024
Q4 		$2.27M Buy
23,340
+2,108
+10% +$178K ﹤0.01% 1117
2024
Q3 		$1.21M Buy
21,232
+943
+5% +$43.7K ﹤0.01% 1295
2024
Q2 		$987K Buy
20,289
+873
+4% +$43.9K ﹤0.01% 1285
2024
Q1 		$930K Buy
19,416
+287
+2% +$12.3K ﹤0.01% 1270
2023
Q4 		$789K Sell
19,129
-3,445
-15% -$135K ﹤0.01% 1264
2023
Q3 		$955K Buy
+22,574
New +$1.14M ﹤0.01% 1121
2021
Q2 		– Sell
-46,830
Closed -$2.79M – 309
2021
Q1 		$2.79M Buy
46,830
+999
+2% +$48.8K 0.05% 126
2020
Q4 		$2.01M Buy
+45,831
New +$1.85M 0.05% 121
2019
Q4 		– Sell
-12,280
Closed -$1.07M – 239
2019
Q3 		$1.07M Sell
12,280
-11,637
-49% -$1.03M 0.04% 153
2019
Q2 		$2.23M Buy
+23,917
New +$2.02M 0.1% 87
2019
Q1 		– Sell
-10,593
Closed -$907K – 220
2018
Q4 		$907K Buy
+10,593
New +$930K 0.06% 133

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Wealth Enhancement Advisory Services's UAL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its United Airlines (UAL) stake by 8.8% in Q2 2026, buying an estimated $606K and bringing the position to 72,570 shares worth $8.81M. The position accounts for 0.01% of the portfolio, ranked #732.

Wealth Enhancement Advisory Services first reported a position in UAL in Q4 2018 and has held it in 17 quarters since. The position peaked at $12.7M in Q2 2025. 150 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 72,570 shares of United Airlines worth $8.81M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,849 United Airlines shares in Q2 2026, an estimated $606K.
  • United Airlines made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #732 holding.
  • Wealth Enhancement Advisory Services first reported a position in United Airlines in Q4 2018 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's United Airlines position peaked at $12.7M in Q2 2025.
  • 150 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.