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Matthew Hamilton Rosenberg’s United Airlines UAL Stock Holding History

Matthew Hamilton Rosenberg’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 		$84.9K Hold
765
– – 0.02% 370
2026
Q2 		$104K Hold
765
– – 0.02% 338
2026
Q1 		$70.4K Sell
765
-170
-18% -$17.8K 0.01% 383
2025
Q4 		$105K Hold
935
– – 0.02% 324
2025
Q3 		$90.2K Hold
935
– – 0.02% 347
2025
Q2 		$74.5K Buy
935
+116
+14% +$8.55K 0.02% 386
2025
Q1 		$56.6K Hold
819
– – 0.01% 405
2024
Q4 		$79.5K Buy
819
+51
+7% +$4.31K 0.02% 347
2024
Q3 		$43.8K Hold
768
– – 0.01% 448
2024
Q2 		$37.1K Hold
768
– – 0.01% 463
2024
Q1 		$36.4K Buy
768
+174
+29% +$7.46K 0.01% 468
2023
Q4 		$24.5K Hold
594
– – 0.01% 513
2023
Q3 		$25.1K Hold
594
– – 0.01% 502
2023
Q2 		$32.6K Hold
594
– – 0.01% 484
2023
Q1 		$26.3K Hold
594
– – 0.01% 556
2022
Q4 		$22.4K Hold
594
– – 0.01% 563
2022
Q3 		$19K Hold
594
– – 0.01% 571
2022
Q2 		$22K Hold
594
– – 0.01% 562
2022
Q1 		$27K Hold
594
– – 0.01% 529
2021
Q4 		$26K Hold
594
– – 0.01% 501
2021
Q3 		$28K Sell
594
-34
-5% -$1.6K 0.01% 474
2021
Q2 		$33K Sell
628
-907
-59% -$50.3K 0.02% 422
2021
Q1 		$88K Hold
1,535
– – 0.05% 268
2020
Q4 		$66K Hold
1,535
– – 0.04% 294
2020
Q3 		$53K Hold
1,535
– – 0.04% 299
2020
Q2 		$53K Buy
1,535
+170
+12% +$5.1K 0.04% 299
2020
Q1 		$44K Buy
+1,365
New +$90.3K 0.04% 275

Other funds holding UAL

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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Matthew Hamilton Rosenberg's UAL Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its United Airlines (UAL) position steady in Q3 2026 at 765 shares worth $84.9K. The position accounts for 0.02% of the portfolio, ranked #370.

Matthew Hamilton Rosenberg first reported a position in UAL in Q1 2020 and has held it in 27 quarters since. The position peaked at $105K in Q4 2025. 542 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Matthew Hamilton Rosenberg held 765 shares of United Airlines worth $84.9K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its United Airlines share count unchanged in Q3 2026.
  • United Airlines made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #370 holding.
  • Matthew Hamilton Rosenberg first reported a position in United Airlines in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's United Airlines position peaked at $105K in Q4 2025.
  • 542 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.