William B. Walkup & Associates’s United Airlines UAL Stock Holding History

William B. Walkup & 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 Q3	$585K	Sell	5,271 -40	-0.8%	-$4.72K	0.27%	64
2026 Q2	$722K	Buy	5,311 +569	+12%	+$58.9K	0.35%	57
2026 Q1	$327K	Sell	4,742 -430	-8%	-$45.1K	0.2%	73
2025 Q4	$578K	Buy	5,172 +264	+5%	+$26.7K	0.32%	61
2025 Q3	$474K	Buy	4,908 +51	+1%	+$4.9K	0.25%	65
2025 Q2	$387K	Buy	4,857 +115	+2%	+$8.47K	0.23%	68
2025 Q1	$327K	Buy	4,742 +36	+0.8%	+$3.4K	0.2%	72
2024 Q4	$457K	Buy	4,706 +281	+6%	+$23.8K	0.29%	65
2024 Q3	$252K	Buy	4,425 +2,267	+105%	+$105K	0.16%	78
2024 Q2	$105K	Buy	+2,158	New	+$109K	0.07%	93

Other funds holding UAL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

William B. Walkup & Associates's UAL Position: Q3 2026 in Review

William B. Walkup & Associates reduced its United Airlines (UAL) stake by 0.75% in Q3 2026, selling an estimated $4.72K and leaving 5,271 shares worth $585K. The position accounts for 0.27% of the portfolio, ranked #64.

William B. Walkup & Associates first reported a position in UAL in Q2 2024 and has held it in 10 quarters since. The position peaked at $722K in Q2 2026. 599 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

William B. Walkup & Associates held 5,271 shares of United Airlines worth $585K as of Q3 2026.
William B. Walkup & Associates sold 40 United Airlines shares in Q3 2026, an estimated $4.72K.
United Airlines made up 0.27% of William B. Walkup & Associates's portfolio in Q3 2026, its #64 holding.
William B. Walkup & Associates first reported a position in United Airlines in Q2 2024 and has held it in 10 quarters since.
William B. Walkup & Associates's United Airlines position peaked at $722K in Q2 2026.
599 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.