Sierra Summit Advisors’s United Airlines UAL Stock Holding History

Sierra Summit Advisors’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	-141,310	Closed	-$13M	–	235
2026 Q1	$13M	Buy	141,310 +4,349	+3%	+$456K	1.89%	16
2025 Q4	$15.3M	Buy	136,961 +40,908	+43%	+$4.13M	2.35%	12
2025 Q3	$9.27M	Sell	96,053 -9,857	-9%	-$948K	1.41%	27
2025 Q2	$8.43M	Buy	105,910 +47,259	+81%	+$3.48M	1.5%	28
2025 Q1	$4.05M	Buy	+58,651	New	+$5.54M	0.88%	33

Other funds holding UAL

DLA

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sierra Summit Advisors's UAL Position: Q2 2026 in Review

Sierra Summit Advisors sold out of United Airlines (UAL) in Q2 2026, closing a stake of 141,310 shares — an estimated $13M sold.

Sierra Summit Advisors first reported a position in UAL in Q1 2025 and held it in 5 quarters. The position peaked at $15.3M in Q4 2025. 237 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Sierra Summit Advisors reported no remaining United Airlines position as of Q2 2026 after selling out during the quarter.
Sierra Summit Advisors sold 141,310 United Airlines shares in Q2 2026, an estimated $13M.
Sierra Summit Advisors first reported a position in United Airlines in Q1 2025 and held it in 5 quarters.
Sierra Summit Advisors's United Airlines position peaked at $15.3M in Q4 2025.
237 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.