Planning Strategies Inc.’s United Airlines UAL Stock Holding History

Planning Strategies Inc.’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	$952	Buy	+7	New	+$725	﹤0.01%	749

Other funds holding UAL

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Planning Strategies Inc.'s UAL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in United Airlines (UAL) in Q2 2026: 7 shares worth $952. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings.

347 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Planning Strategies Inc. held 7 shares of United Airlines worth $952 as of Q2 2026.
United Airlines was a new Planning Strategies Inc. position in Q2 2026.
United Airlines made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #749 holding.
347 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.