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 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

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

Cape Investment Advisory's UAL Position: Q1 2026 in Review

Cape Investment Advisory sold out of United Airlines (UAL) in Q1 2026, closing a stake of 159 shares — an estimated $17.8K sold.

Cape Investment Advisory first reported a position in UAL in Q1 2023 and held it in 11 quarters. The position peaked at $17.8K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Cape Investment Advisory reported no remaining United Airlines position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 159 United Airlines shares in Q1 2026, an estimated $17.8K.
Cape Investment Advisory first reported a position in United Airlines in Q1 2023 and held it in 11 quarters.
Cape Investment Advisory's United Airlines position peaked at $17.8K in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.