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 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

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

Applied Finance Capital Management's UAL Position: Q1 2026 in Review

Applied Finance Capital Management reduced its United Airlines (UAL) stake by 13% in Q1 2026, selling an estimated $52.3K and leaving 3,345 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #188.

Applied Finance Capital Management first reported a position in UAL in Q2 2024 and has held it in 8 quarters since. The position peaked at $775K in Q4 2024. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Applied Finance Capital Management held 3,345 shares of United Airlines worth $308K as of Q1 2026.
Applied Finance Capital Management sold 499 United Airlines shares in Q1 2026, an estimated $52.3K.
United Airlines made up 0.02% of Applied Finance Capital Management's portfolio in Q1 2026, its #188 holding.
Applied Finance Capital Management first reported a position in United Airlines in Q2 2024 and has held it in 8 quarters since.
Applied Finance Capital Management's United Airlines position peaked at $775K in Q4 2024.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Applied Finance Capital Management's 13F filing for Q1 2026, filed 4 May 2026.