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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
Q2 		$399K Sell
2,932
-908
-24% -$94.1K 0.2% 107
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

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

Affinity Investment Advisors's UAL Position: Q2 2026 in Review

Affinity Investment Advisors reduced its United Airlines (UAL) stake by 24% in Q2 2026, selling an estimated $94.1K and leaving 2,932 shares worth $399K. The position accounts for 0.2% of the portfolio, ranked #107.

Affinity Investment Advisors first reported a position in UAL in Q2 2018 and has held it in 10 quarters since. The position peaked at $2.18M in Q2 2018. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Affinity Investment Advisors held 2,932 shares of United Airlines worth $399K as of Q2 2026.
  • Affinity Investment Advisors sold 908 United Airlines shares in Q2 2026, an estimated $94.1K.
  • United Airlines made up 0.2% of Affinity Investment Advisors's portfolio in Q2 2026, its #107 holding.
  • Affinity Investment Advisors first reported a position in United Airlines in Q2 2018 and has held it in 10 quarters since.
  • Affinity Investment Advisors's United Airlines position peaked at $2.18M in Q2 2018.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Affinity Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.