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Aptus Capital Advisors’s United Airlines UAL Stock Holding History

Aptus Capital 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 		$501K Sell
3,685
-196
-5% -$20.3K ﹤0.01% 791
2026
Q1 		$357K Sell
3,881
-662
-15% -$69.4K ﹤0.01% 815
2025
Q4 		$508K Buy
4,543
+776
+21% +$78.4K ﹤0.01% 723
2025
Q3 		$364K Buy
3,767
+215
+6% +$20.7K ﹤0.01% 793
2025
Q2 		$283K Buy
+3,552
New +$262K ﹤0.01% 839
2025
Q1 		– Sell
-2,271
Closed -$221K – 1503
2024
Q4 		$221K Buy
+2,271
New +$192K ﹤0.01% 866
2022
Q2 		– Sell
-42,127
Closed -$1.95M – 737
2022
Q1 		$1.95M Sell
42,127
-25,508
-38% -$1.11M 0.05% 212
2021
Q4 		$2.96M Buy
67,635
+23,672
+54% +$1.1M 0.09% 141
2021
Q3 		$2.09M Buy
43,963
+799
+2% +$37.6K 0.05% 161
2021
Q2 		$2.26M Buy
43,164
+10,359
+32% +$575K 0.07% 131
2021
Q1 		$1.89M Buy
+32,805
New +$1.6M 0.07% 132

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

Aptus Capital Advisors's UAL Position: Q2 2026 in Review

Aptus Capital Advisors reduced its United Airlines (UAL) stake by 5.1% in Q2 2026, selling an estimated $20.3K and leaving 3,685 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Aptus Capital Advisors first reported a position in UAL in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.96M in Q4 2021. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Aptus Capital Advisors held 3,685 shares of United Airlines worth $501K as of Q2 2026.
  • Aptus Capital Advisors sold 196 United Airlines shares in Q2 2026, an estimated $20.3K.
  • United Airlines made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #791 holding.
  • Aptus Capital Advisors first reported a position in United Airlines in Q1 2021 and has held it in 11 quarters since.
  • Aptus Capital Advisors's United Airlines position peaked at $2.96M in Q4 2021.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.