Burns Matteson Capital Management’s United Airlines UAL Stock Holding History

Burns Matteson Capital 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 Q2	–	Sell	-8,605	Closed	-$792K	–	252
2026 Q1	$792K	Sell	8,605 -106	-1%	-$11.1K	0.29%	50
2025 Q4	$974K	Buy	8,711 +143	+2%	+$14.5K	0.34%	43
2025 Q3	$827K	Buy	8,568 +5,240	+157%	+$504K	0.33%	50
2025 Q2	$265K	Sell	3,328 -5,618	-63%	-$414K	0.13%	143
2025 Q1	$618K	Buy	8,946 +2,391	+36%	+$226K	0.33%	51
2024 Q4	$636K	Buy	+6,555	New	+$554K	0.36%	55
2024 Q3	–	Sell	-8,068	Closed	-$393K	–	198
2024 Q2	$393K	Sell	8,068 -1,581	-16%	-$79.6K	0.25%	72
2024 Q1	$462K	Sell	9,649 -5,991	-38%	-$257K	0.3%	66
2023 Q4	$646K	Buy	+15,640	New	+$615K	0.45%	71
2023 Q3	–	Sell	-13,005	Closed	-$714K	–	177
2023 Q2	$714K	Buy	+13,005	New	+$614K	0.44%	42

Other funds holding UAL

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Burns Matteson Capital Management's UAL Position: Q2 2026 in Review

Burns Matteson Capital Management sold out of United Airlines (UAL) in Q2 2026, closing a stake of 8,605 shares — an estimated $792K sold.

Burns Matteson Capital Management first reported a position in UAL in Q2 2023 and held it in 10 quarters. The position peaked at $974K in Q4 2025. 140 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Burns Matteson Capital Management reported no remaining United Airlines position as of Q2 2026 after selling out during the quarter.
Burns Matteson Capital Management sold 8,605 United Airlines shares in Q2 2026, an estimated $792K.
Burns Matteson Capital Management first reported a position in United Airlines in Q2 2023 and held it in 10 quarters.
Burns Matteson Capital Management's United Airlines position peaked at $974K in Q4 2025.
140 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.