Burk Holdings
UAL icon

Burk Holdings’s United Airlines UAL Stock Holding History

Burk Holdings’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 		$5.99K Buy
54
+20
+59% +$2.36K ﹤0.01% 383
2026
Q2 		$4.62K Sell
34
-9
-21% -$932 ﹤0.01% 366
2026
Q1 		$3.96K Buy
+43
New +$4.51K ﹤0.01% 395

Other funds holding UAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Burk Holdings's UAL Position: Q3 2026 in Review

Burk Holdings increased its United Airlines (UAL) stake by 59% in Q3 2026, buying an estimated $2.36K and bringing the position to 54 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Burk Holdings first reported a position in UAL in Q1 2026 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Burk Holdings held 54 shares of United Airlines worth $5.99K as of Q3 2026.
  • Burk Holdings bought 20 United Airlines shares in Q3 2026, an estimated $2.36K.
  • United Airlines made up ﹤0.01% of Burk Holdings's portfolio in Q3 2026, its #383 holding.
  • Burk Holdings first reported a position in United Airlines in Q1 2026 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.