Mackenzie Financial’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.1M | Buy |
155,419
+118,023
| +316% | +$12.2M | 0.02% | 435 |
|
|
2026
Q1 | $3.44M | Sell |
37,396
-83,747
| -69% | -$8.78M | ﹤0.01% | 795 |
|
|
2025
Q4 | $13.5M | Sell |
121,143
-143,549
| -54% | -$14.5M | 0.02% | 452 |
|
|
2025
Q3 | $25.5M | Buy |
264,692
+232,432
| +720% | +$22.4M | 0.03% | 345 |
|
|
2025
Q2 | $2.57M | Sell |
32,260
-42,159
| -57% | -$3.11M | ﹤0.01% | 734 |
|
|
2025
Q1 | $5.14M | Sell |
74,419
-174,893
| -70% | -$16.5M | 0.01% | 575 |
|
|
2024
Q4 | $24.2M | Sell |
249,312
-104,343
| -30% | -$8.82M | 0.03% | 317 |
|
|
2024
Q3 | $20.2M | Buy |
353,655
+81,005
| +30% | +$3.75M | 0.03% | 343 |
|
|
2024
Q2 | $13.3M | Sell |
272,650
-104,462
| -28% | -$5.26M | 0.02% | 395 |
|
|
2024
Q1 | $18.1M | Sell |
377,112
-113,724
| -23% | -$4.87M | 0.03% | 348 |
|
|
2023
Q4 | $20.3M | Buy |
490,836
+158,563
| +48% | +$6.23M | 0.03% | 338 |
|
|
2023
Q3 | $13.5M | Sell |
332,273
-63,461
| -16% | -$3.21M | 0.02% | 379 |
|
|
2023
Q2 | $21.8M | Buy |
395,734
+26,179
| +7% | +$1.24M | 0.03% | 314 |
|
|
2023
Q1 | $16.4M | Buy |
369,555
+122,683
| +50% | +$5.88M | 0.03% | 364 |
|
|
2022
Q4 | $9.31M | Buy |
246,872
+13,983
| +6% | +$567K | 0.02% | 432 |
|
|
2022
Q3 | $7.58M | Buy |
232,889
+133,318
| +134% | +$4.96M | 0.01% | 455 |
|
|
2022
Q2 | $3.53M | Buy |
99,571
+79,696
| +401% | +$3.5M | 0.01% | 600 |
|
|
2022
Q1 | $921K | Sell |
19,875
-958
| -5% | -$41.5K | ﹤0.01% | 902 |
|
|
2021
Q4 | $912K | Sell |
20,833
-570
| -3% | -$26.4K | ﹤0.01% | 920 |
|
|
2021
Q3 | $1.02M | Buy |
21,403
+5,883
| +38% | +$277K | ﹤0.01% | 911 |
|
|
2021
Q2 | $812K | Buy |
15,520
+1,658
| +12% | +$92K | ﹤0.01% | 913 |
|
|
2021
Q1 | $798K | Sell |
13,862
-4,039
| -23% | -$197K | ﹤0.01% | 848 |
|
|
2020
Q4 | $774K | Buy |
17,901
+1,134
| +7% | +$45.9K | ﹤0.01% | 751 |
|
|
2020
Q3 | $583K | Buy |
16,767
+10,672
| +175% | +$369K | ﹤0.01% | 759 |
|
|
2020
Q2 | $211K | Sell |
6,095
-20,304
| -77% | -$609K | ﹤0.01% | 937 |
|
|
2020
Q1 | $833K | Buy |
26,399
+709
| +3% | +$46.9K | ﹤0.01% | 685 |
|
|
2019
Q4 | $2.26M | Sell |
25,690
-15,754
| -38% | -$1.41M | 0.01% | 592 |
|
|
2019
Q3 | $3.66M | Sell |
41,444
-91
| -0.2% | -$8.04K | 0.01% | 508 |
|
|
2019
Q2 | $3.64M | Sell |
41,535
-1,171
| -3% | -$99.1K | 0.01% | 506 |
|
|
2019
Q1 | $3.41M | Sell |
42,706
-2,084
| -5% | -$176K | 0.01% | 641 |
|
|
2018
Q4 | $3.75M | Buy |
44,790
+17,599
| +65% | +$1.55M | 0.01% | 576 |
|
|
2018
Q3 | $2.42M | Buy |
27,191
+740
| +3% | +$61K | 0.01% | 614 |
|
|
2018
Q2 | $1.84M | Buy |
26,451
+1,011
| +4% | +$70.3K | ﹤0.01% | 605 |
|
|
2018
Q1 | $1.77M | Buy |
25,440
+2,762
| +12% | +$191K | ﹤0.01% | 582 |
|
|
2017
Q4 | $1.53M | Sell |
22,678
-221,981
| -91% | -$13.8M | ﹤0.01% | 561 |
|
|
2017
Q3 | $14.9M | Sell |
244,659
-8,438
| -3% | -$562K | 0.08% | 216 |
|
|
2017
Q2 | $19M | Buy |
253,097
+2,940
| +1% | +$222K | 0.11% | 184 |
|
|
2017
Q1 | $17.7M | Buy |
250,157
+227,286
| +994% | +$16.4M | 0.1% | 192 |
|
|
2016
Q4 | $1.67M | Buy |
+22,871
| New | +$1.46M | 0.01% | 397 |
|
|
2014
Q2 | – | Sell |
-14,113
| Closed | -$630K | – | 671 |
|
|
2014
Q1 | $630K | Buy |
+14,113
| New | +$635K | ﹤0.01% | 565 |
|
Other funds holding UAL
Mackenzie Financial's UAL Position: Q2 2026 in Review
Mackenzie Financial increased its United Airlines (UAL) stake by 316% in Q2 2026, buying an estimated $12.2M and bringing the position to 155,419 shares worth $21.1M. The position accounts for 0.02% of the portfolio, ranked #435.
Mackenzie Financial first reported a position in UAL in Q1 2014 and has held it in 40 quarters since. The position peaked at $25.5M in Q3 2025. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.
- Mackenzie Financial held 155,419 shares of United Airlines worth $21.1M as of Q2 2026.
- Mackenzie Financial bought 118,023 United Airlines shares in Q2 2026, an estimated $12.2M.
- United Airlines made up 0.02% of Mackenzie Financial's portfolio in Q2 2026, its #435 holding.
- Mackenzie Financial first reported a position in United Airlines in Q1 2014 and has held it in 40 quarters since.
- Mackenzie Financial's United Airlines position peaked at $25.5M in Q3 2025.
- 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.
Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.