Applied Finance Capital Management’s United Airlines UAL Stock Holding History

Applied Finance Capital 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	$654K	Buy	4,811 +1,466	+44%	+$152K	0.05%	133
2026 Q1	$308K	Sell	3,345 -499	-13%	-$52.3K	0.02%	188
2025 Q4	$430K	Sell	3,844 -2,758	-42%	-$279K	0.03%	161
2025 Q3	$637K	Sell	6,602 -2,127	-24%	-$205K	0.05%	155
2025 Q2	$695K	Buy	8,729 +1,043	+14%	+$76.8K	0.05%	169
2025 Q1	$531K	Sell	7,686 -298	-4%	-$28.1K	0.04%	188
2024 Q4	$775K	Hold	7,984	–	–	0.03%	135
2024 Q3	$456K	Buy	7,984 +301	+4%	+$13.9K	0.02%	211
2024 Q2	$374K	Buy	+7,683	New	+$387K	0.02%	233

Other funds holding UAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Applied Finance Capital Management's UAL Position: Q2 2026 in Review

Applied Finance Capital Management increased its United Airlines (UAL) stake by 44% in Q2 2026, buying an estimated $152K and bringing the position to 4,811 shares worth $654K. The position accounts for 0.05% of the portfolio, ranked #133.

Applied Finance Capital Management first reported a position in UAL in Q2 2024 and has held it in 9 quarters since. The position peaked at $775K in Q4 2024. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Applied Finance Capital Management held 4,811 shares of United Airlines worth $654K as of Q2 2026.
Applied Finance Capital Management bought 1,466 United Airlines shares in Q2 2026, an estimated $152K.
United Airlines made up 0.05% of Applied Finance Capital Management's portfolio in Q2 2026, its #133 holding.
Applied Finance Capital Management first reported a position in United Airlines in Q2 2024 and has held it in 9 quarters since.
Applied Finance Capital Management's United Airlines position peaked at $775K in Q4 2024.
1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.