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

Wealth Enhancement Trust 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 		$76K Buy
559
+309
+124% +$32K 0.01% 415
2026
Q1 		$23K Hold
250
– – ﹤0.01% 534
2025
Q4 		$28K Buy
+250
New +$25.3K ﹤0.01% 493

Other funds holding UAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its United Airlines (UAL) stake by 124% in Q2 2026, buying an estimated $32K and bringing the position to 559 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #415.

Wealth Enhancement Trust Services first reported a position in UAL in Q4 2025 and has held it in 3 quarters since. 775 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Wealth Enhancement Trust Services held 559 shares of United Airlines worth $76K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 309 United Airlines shares in Q2 2026, an estimated $32K.
  • United Airlines made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #415 holding.
  • Wealth Enhancement Trust Services first reported a position in United Airlines in Q4 2025 and has held it in 3 quarters since.
  • 775 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

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