MLM
UAL icon

Mount Lucas Management’s United Airlines UAL Stock Holding History

Mount Lucas 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 		$2.11M Sell
15,527
-812
-5% -$84.1K 0.75% 39
2026
Q1 		$1.5M Sell
16,339
-3,873
-19% -$406K 0.56% 51
2025
Q4 		$2.26M Sell
20,212
-130
-0.6% -$13.1K 0.9% 23
2025
Q3 		$1.96M Sell
20,342
-1,125
-5% -$108K 0.81% 31
2025
Q2 		$1.71M Buy
21,467
+1,129
+6% +$83.2K 0.73% 30
2025
Q1 		$1.4M Sell
20,338
-22,222
-52% -$2.1M 0.45% 58
2024
Q4 		$4.13M Sell
42,560
-3,931
-8% -$332K 1.44% 9
2024
Q3 		$2.65M Sell
46,491
-54,341
-54% -$2.52M 0.9% 24
2024
Q2 		$4.91M Sell
100,832
-8,937
-8% -$450K 1.4% 14
2024
Q1 		$5.26M Sell
109,769
-10,084
-8% -$432K 1.44% 11
2023
Q4 		$4.95M Buy
119,853
+55,366
+86% +$2.18M 1.42% 12
2023
Q3 		$2.73M Sell
64,487
-4,550
-7% -$230K 0.96% 26
2023
Q2 		$3.79M Buy
69,037
+57,484
+498% +$2.71M 1.27% 10
2023
Q1 		$511K Sell
11,553
-685
-6% -$32.8K 0.14% 97
2022
Q4 		$461K Buy
+12,238
New +$497K 0.15% 86

Other funds holding UAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mount Lucas Management's UAL Position: Q2 2026 in Review

Mount Lucas Management reduced its United Airlines (UAL) stake by 5% in Q2 2026, selling an estimated $84.1K and leaving 15,527 shares worth $2.11M. The position accounts for 0.75% of the portfolio, ranked #39.

Mount Lucas Management first reported a position in UAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.26M in Q1 2024. 1,068 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Mount Lucas Management held 15,527 shares of United Airlines worth $2.11M as of Q2 2026.
  • Mount Lucas Management sold 812 United Airlines shares in Q2 2026, an estimated $84.1K.
  • United Airlines made up 0.75% of Mount Lucas Management's portfolio in Q2 2026, its #39 holding.
  • Mount Lucas Management first reported a position in United Airlines in Q4 2022 and has held it in 15 quarters since.
  • Mount Lucas Management's United Airlines position peaked at $5.26M in Q1 2024.
  • 1,068 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.