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Burney Company’s United Airlines UAL Stock Holding History

Burney Company’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 		$5.67M Buy
+41,709
New +$4.32M 0.15% 112
2026
Q1 		– Sell
-30,064
Closed -$3.36M – 653
2025
Q4 		$3.36M Buy
+30,064
New +$3.04M 0.1% 176
2020
Q1 		– Sell
-3,375
Closed -$297K – 472
2019
Q4 		$297K Buy
+3,375
New +$303K 0.02% 395

Other funds holding UAL

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Burney Company's UAL Position: Q2 2026 in Review

Burney Company opened a new position in United Airlines (UAL) in Q2 2026: 41,709 shares worth $5.67M. The stake represents 0.15% of the portfolio and ranks #112 among its holdings. This is a return to the name: Burney Company previously reported a position in UAL as recently as Q4 2025.

Burney Company first reported a position in UAL in Q4 2019 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Burney Company held 41,709 shares of United Airlines worth $5.67M as of Q2 2026.
  • United Airlines was a new Burney Company position in Q2 2026.
  • United Airlines made up 0.15% of Burney Company's portfolio in Q2 2026, its #112 holding.
  • Burney Company first reported a position in United Airlines in Q4 2019 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.