Caldwell Sutter Capital
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Caldwell Sutter Capital’s United Airlines UAL Stock Holding History

Caldwell Sutter Capital’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
Q3 		$2.22K Hold
20
– – ﹤0.01% 812
2026
Q2 		$2.72K Hold
20
– – ﹤0.01% 765
2026
Q1 		$1.84K Hold
20
– – ﹤0.01% 765
2025
Q4 		$2.24K Hold
20
– – ﹤0.01% 731
2025
Q3 		$1.93K Hold
20
– – ﹤0.01% 742
2025
Q2 		$1.59K Buy
+20
New +$1.47K ﹤0.01% 740

Other funds holding UAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Caldwell Sutter Capital's UAL Position: Q3 2026 in Review

Caldwell Sutter Capital held its United Airlines (UAL) position steady in Q3 2026 at 20 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Caldwell Sutter Capital first reported a position in UAL in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.72K in Q2 2026. 599 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Caldwell Sutter Capital held 20 shares of United Airlines worth $2.22K as of Q3 2026.
  • Caldwell Sutter Capital left its United Airlines share count unchanged in Q3 2026.
  • United Airlines made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #812 holding.
  • Caldwell Sutter Capital first reported a position in United Airlines in Q2 2025 and has held it in 6 quarters since.
  • Caldwell Sutter Capital's United Airlines position peaked at $2.72K in Q2 2026.
  • 599 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.