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
Q3 		$8.51M Buy
83,854
+11,284
+16% +$1.33M 0.01% 799
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 -$2.78M – 309
2021
Q1 		$2.78M 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 		$2.24M 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

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services's UAL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its United Airlines (UAL) stake by 16% in Q3 2026, buying an estimated $1.33M and bringing the position to 83,854 shares worth $8.51M. The position accounts for 0.01% of the portfolio, ranked #799.

Wealth Enhancement Advisory Services first reported a position in UAL in Q4 2018 and has held it in 18 quarters since. The position peaked at $12.7M in Q2 2025. 431 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 83,854 shares of United Airlines worth $8.51M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 11,284 United Airlines shares in Q3 2026, an estimated $1.33M.
  • United Airlines made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #799 holding.
  • Wealth Enhancement Advisory Services first reported a position in United Airlines in Q4 2018 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's United Airlines position peaked at $12.7M in Q2 2025.
  • 431 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.