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Caerus Investment Advisors’s United Airlines UAL Stock Holding History

Caerus 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 		– Sell
-2,840
Closed -$318K – 374
2025
Q4 		$318K Buy
+2,840
New +$287K 0.1% 210

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Caerus Investment Advisors sold out of United Airlines (UAL) in Q1 2026, closing a stake of 2,840 shares — an estimated $318K sold.

Caerus Investment Advisors first reported a position in UAL in Q4 2025 and held it in 1 quarter. The position peaked at $318K in Q4 2025. 972 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Caerus Investment Advisors reported no remaining United Airlines position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 2,840 United Airlines shares in Q1 2026, an estimated $318K.
  • Caerus Investment Advisors first reported a position in United Airlines in Q4 2025 and held it in 1 quarter.
  • Caerus Investment Advisors's United Airlines position peaked at $318K in Q4 2025.
  • 972 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.