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Beese Fulmer Investment Management’s United Airlines UAL Stock Holding History

Beese Fulmer Investment 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
Q1 		– Sell
-2,510
Closed -$281K – 477
2025
Q4 		$281K Buy
+2,510
New +$254K 0.02% 302

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Beese Fulmer Investment Management's UAL Position: Q1 2026 in Review

Beese Fulmer Investment Management sold out of United Airlines (UAL) in Q1 2026, closing a stake of 2,510 shares — an estimated $281K sold.

Beese Fulmer Investment Management first reported a position in UAL in Q4 2025 and held it in 1 quarter. The position peaked at $281K in Q4 2025. 975 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Beese Fulmer Investment Management reported no remaining United Airlines position as of Q1 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 2,510 United Airlines shares in Q1 2026, an estimated $281K.
  • Beese Fulmer Investment Management first reported a position in United Airlines in Q4 2025 and held it in 1 quarter.
  • Beese Fulmer Investment Management's United Airlines position peaked at $281K in Q4 2025.
  • 975 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.