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 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%	+$4.91K	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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

William B. Walkup & Associates's UAL Position: Q2 2026 in Review

William B. Walkup & Associates increased its United Airlines (UAL) stake by 12% in Q2 2026, buying an estimated $58.9K and bringing the position to 5,311 shares worth $722K. The position accounts for 0.35% of the portfolio, ranked #57.

William B. Walkup & Associates first reported a position in UAL in Q2 2024 and has held it in 9 quarters since. 388 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

William B. Walkup & Associates held 5,311 shares of United Airlines worth $722K as of Q2 2026.
William B. Walkup & Associates bought 569 United Airlines shares in Q2 2026, an estimated $58.9K.
United Airlines made up 0.35% of William B. Walkup & Associates's portfolio in Q2 2026, its #57 holding.
William B. Walkup & Associates first reported a position in United Airlines in Q2 2024 and has held it in 9 quarters since.
388 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.