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James T. Borello RIA’s United Airlines UAL Stock Holding History

James T. Borello RIA’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 		$6.66K Buy
60
+4
+7% +$471 ﹤0.01% 711
2026
Q2 		$7.62K Sell
56
-47
-46% -$4.87K ﹤0.01% 669
2026
Q1 		$9.48K Buy
103
+68
+194% +$7.12K ﹤0.01% 582
2025
Q4 		$3.91K Sell
35
-9
-20% -$909 ﹤0.01% 635
2025
Q3 		$4.25K Buy
+44
New +$4.23K ﹤0.01% 504

Other funds holding UAL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

James T. Borello RIA's UAL Position: Q3 2026 in Review

James T. Borello RIA increased its United Airlines (UAL) stake by 7.1% in Q3 2026, buying an estimated $471 and bringing the position to 60 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

James T. Borello RIA first reported a position in UAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.48K in Q1 2026. 132 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • James T. Borello RIA held 60 shares of United Airlines worth $6.66K as of Q3 2026.
  • James T. Borello RIA bought 4 United Airlines shares in Q3 2026, an estimated $471.
  • United Airlines made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #711 holding.
  • James T. Borello RIA first reported a position in United Airlines in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's United Airlines position peaked at $9.48K in Q1 2026.
  • 132 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.