Cape Investment Advisory’s United Airlines UAL Stock Holding History

Cape Investment Advisory’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	$20.9K	Buy	+154	New	+$16K	0.01%	691
2026 Q1	–	Sell	-159	Closed	-$17.8K	–	1135
2025 Q4	$17.8K	Buy	+159	New	+$16.1K	0.01%	641
2025 Q3	–	Sell	-66	Closed	-$5.26K	–	1177
2025 Q2	$5.26K	Sell	66 -1	-1%	-$74	﹤0.01%	747
2025 Q1	$4.63K	Hold	67	–	–	﹤0.01%	763
2024 Q4	$6.51K	Buy	67 +1	+2%	+$85	﹤0.01%	680
2024 Q3	$3.77K	Hold	66	–	–	﹤0.01%	757
2024 Q2	$3.21K	Hold	66	–	–	﹤0.01%	741
2024 Q1	$3.16K	Hold	66	–	–	﹤0.01%	718
2023 Q4	$2.72K	Hold	66	–	–	﹤0.01%	887
2023 Q3	$2.79K	Hold	66	–	–	﹤0.01%	761
2023 Q2	$3.62K	Hold	66	–	–	﹤0.01%	706
2023 Q1	$2.92K	Buy	+66	New	+$3.16K	﹤0.01%	770

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

Cape Investment Advisory's UAL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in United Airlines (UAL) in Q2 2026: 154 shares worth $20.9K. The stake represents 0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in UAL as recently as Q4 2025.

Cape Investment Advisory first reported a position in UAL in Q1 2023 and has held it in 12 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Cape Investment Advisory held 154 shares of United Airlines worth $20.9K as of Q2 2026.
United Airlines was a new Cape Investment Advisory position in Q2 2026.
United Airlines made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #691 holding.
Cape Investment Advisory first reported a position in United Airlines in Q1 2023 and has held it in 12 quarters since.
1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.