Capital Advisors Ltd’s United Airlines UAL Stock Holding History

Capital Advisors Ltd’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	$5K	Sell	38 -1	-3%	-$104	﹤0.01%	983
2026 Q1	$4K	Buy	39 +1	+3%	+$105	﹤0.01%	1018
2025 Q4	$4K	Hold	38	–	–	﹤0.01%	995
2025 Q3	$4K	Hold	38	–	–	﹤0.01%	977
2025 Q2	$3K	Sell	38 -12	-24%	-$884	﹤0.01%	1023
2025 Q1	$3K	Hold	50	–	–	﹤0.01%	1017
2024 Q4	$5K	Buy	50 +13	+35%	+$1.1K	﹤0.01%	953
2024 Q3	$2K	Sell	37 -12	-24%	-$555	﹤0.01%	1113
2024 Q2	$2K	Sell	49 -8	-14%	-$403	﹤0.01%	1089
2024 Q1	$3K	Buy	57 +31	+119%	+$1.33K	﹤0.01%	1002
2023 Q4	$1K	Sell	26 -54	-68%	-$2.12K	﹤0.01%	1232
2023 Q3	$3K	Sell	80 -7	-8%	-$354	﹤0.01%	965
2023 Q2	$5K	Buy	87 +9	+12%	+$425	﹤0.01%	854
2023 Q1	$3K	Sell	78 -48	-38%	-$2.3K	﹤0.01%	852
2022 Q4	$5K	Sell	126 -150	-54%	-$6.09K	﹤0.01%	678
2022 Q3	$9K	Buy	276 +26	+10%	+$967	﹤0.01%	560
2022 Q2	$9K	Hold	250	–	–	﹤0.01%	524
2022 Q1	$12K	Sell	250 -12	-5%	-$520	﹤0.01%	506
2021 Q4	$11K	Buy	262 +12	+5%	+$557	﹤0.01%	513
2021 Q3	$12K	Hold	250	–	–	﹤0.01%	424
2021 Q2	$13K	Hold	250	–	–	﹤0.01%	397
2021 Q1	$14K	Hold	250	–	–	﹤0.01%	382
2020 Q4	$11K	Hold	250	–	–	﹤0.01%	381
2020 Q3	$9K	Hold	250	–	–	﹤0.01%	386
2020 Q2	$9K	Hold	250	–	–	﹤0.01%	378
2020 Q1	$8K	Hold	250	–	–	﹤0.01%	383
2019 Q4	$22K	Hold	250	–	–	0.01%	303
2019 Q3	$22K	Hold	250	–	–	0.01%	299
2019 Q2	$22K	Hold	250	–	–	0.01%	330
2019 Q1	$20K	Hold	250	–	–	0.01%	331
2018 Q4	$21K	Hold	250	–	–	0.01%	334
2018 Q3	$22K	Hold	250	–	–	0.01%	354
2018 Q2	$17K	Hold	250	–	–	0.01%	299
2018 Q1	$17K	Hold	250	–	–	0.01%	294
2017 Q4	$17K	Hold	250	–	–	0.01%	291
2017 Q3	$15K	Buy	+250	New	+$16.7K	0.01%	303

Other funds holding UAL

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Capital Advisors Ltd reduced its United Airlines (UAL) stake by 2.6% in Q2 2026, selling an estimated $104 and leaving 38 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Capital Advisors Ltd first reported a position in UAL in Q3 2017 and has held it in 36 quarters since. The position peaked at $22K in Q4 2019. 198 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Capital Advisors Ltd held 38 shares of United Airlines worth $5K as of Q2 2026.
Capital Advisors Ltd sold 1 United Airlines share in Q2 2026, an estimated $104.
United Airlines made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #983 holding.
Capital Advisors Ltd first reported a position in United Airlines in Q3 2017 and has held it in 36 quarters since.
Capital Advisors Ltd's United Airlines position peaked at $22K in Q4 2019.
198 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.