Affinity Investment Advisors’s United Airlines UAL Stock Holding History

Affinity Investment 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 Q1	$354K	Buy	3,840 +560	+17%	+$58.7K	0.22%	104
2025 Q4	$367K	Sell	3,280 -948	-22%	-$95.8K	0.24%	98
2025 Q3	$408K	Buy	4,228 +320	+8%	+$30.8K	0.28%	92
2025 Q2	$311K	Buy	+3,908	New	+$288K	0.24%	105
2024 Q4	–	Sell	-3,708	Closed	-$212K	–	149
2024 Q3	$212K	Buy	+3,708	New	+$172K	0.15%	130
2023 Q3	–	Sell	-4,770	Closed	-$262K	–	196
2023 Q2	$262K	Sell	4,770 -550	-10%	-$26K	0.15%	174
2023 Q1	$235K	Hold	5,320	–	–	0.13%	175
2022 Q4	$201K	Buy	+5,320	New	+$216K	0.09%	191
2018 Q3	–	Sell	-31,280	Closed	-$2.18M	–	189
2018 Q2	$2.18M	Buy	+31,280	New	+$2.17M	0.31%	76

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Affinity Investment Advisors's UAL Position: Q1 2026 in Review

Affinity Investment Advisors increased its United Airlines (UAL) stake by 17% in Q1 2026, buying an estimated $58.7K and bringing the position to 3,840 shares worth $354K. The position accounts for 0.22% of the portfolio, ranked #104.

Affinity Investment Advisors first reported a position in UAL in Q2 2018 and has held it in 9 quarters since. The position peaked at $2.18M in Q2 2018. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Affinity Investment Advisors held 3,840 shares of United Airlines worth $354K as of Q1 2026.
Affinity Investment Advisors bought 560 United Airlines shares in Q1 2026, an estimated $58.7K.
United Airlines made up 0.22% of Affinity Investment Advisors's portfolio in Q1 2026, its #104 holding.
Affinity Investment Advisors first reported a position in United Airlines in Q2 2018 and has held it in 9 quarters since.
Affinity Investment Advisors's United Airlines position peaked at $2.18M in Q2 2018.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.