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Whalen Wealth Management’s United Airlines UAL Stock Holding History

Whalen Wealth Management’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 		$401K Sell
3,610
-3,559
-50% -$419K 0.17% 140
2026
Q2 		$975K Sell
7,169
-450
-6% -$46.6K 0.44% 68
2026
Q1 		$701K Buy
7,619
+4,708
+162% +$493K 0.38% 73
2025
Q4 		$326K Buy
+2,911
New +$294K 0.17% 156

Other funds holding UAL

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Whalen Wealth Management's UAL Position: Q3 2026 in Review

Whalen Wealth Management reduced its United Airlines (UAL) stake by 50% in Q3 2026, selling an estimated $419K and leaving 3,610 shares worth $401K. The position accounts for 0.17% of the portfolio, ranked #140.

Whalen Wealth Management first reported a position in UAL in Q4 2025 and has held it in 4 quarters since. The position peaked at $975K in Q2 2026. 32 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Whalen Wealth Management held 3,610 shares of United Airlines worth $401K as of Q3 2026.
  • Whalen Wealth Management sold 3,559 United Airlines shares in Q3 2026, an estimated $419K.
  • United Airlines made up 0.17% of Whalen Wealth Management's portfolio in Q3 2026, its #140 holding.
  • Whalen Wealth Management first reported a position in United Airlines in Q4 2025 and has held it in 4 quarters since.
  • Whalen Wealth Management's United Airlines position peaked at $975K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.