Capital Analysts LLC’s United Airlines UAL Stock Holding History

Capital Analysts LLC’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	$58K	Sell	627 -90	-13%	-$9.43K	﹤0.01%	917
2025 Q4	$80K	Hold	717	–	–	﹤0.01%	819
2025 Q3	$69K	Hold	717	–	–	﹤0.01%	818
2025 Q2	$57K	Hold	717	–	–	﹤0.01%	784
2025 Q1	$50K	Hold	717	–	–	﹤0.01%	793
2024 Q4	$69K	Sell	717 -207	-22%	-$17.5K	﹤0.01%	693
2024 Q3	$53K	Hold	924	–	–	﹤0.01%	712
2024 Q2	$45K	Sell	924 -267	-22%	-$13.4K	﹤0.01%	731
2024 Q1	$57K	Hold	1,191	–	–	﹤0.01%	641
2023 Q4	$49K	Hold	1,191	–	–	﹤0.01%	653
2023 Q3	$51K	Hold	1,191	–	–	﹤0.01%	603
2023 Q2	$64K	Hold	1,191	–	–	﹤0.01%	537
2023 Q1	$52K	Sell	1,191 -5	-0.4%	-$240	﹤0.01%	591
2022 Q4	$45K	Sell	1,196 -20	-2%	-$812	﹤0.01%	642
2022 Q3	$39K	Buy	1,216 +20	+2%	+$744	﹤0.01%	615
2022 Q2	$43K	Hold	1,196	–	–	﹤0.01%	588
2022 Q1	$55K	Hold	1,196	–	–	﹤0.01%	536
2021 Q4	$52K	Buy	1,196 +781	+188%	+$36.2K	﹤0.01%	567
2021 Q3	$20K	Hold	415	–	–	﹤0.01%	702
2021 Q2	$22K	Hold	415	–	–	﹤0.01%	659
2021 Q1	$24K	Hold	415	–	–	﹤0.01%	693
2020 Q4	$18K	Hold	415	–	–	﹤0.01%	527
2020 Q3	$14K	Sell	415 -10	-2%	-$346	﹤0.01%	551
2020 Q2	$15K	Hold	425	–	–	﹤0.01%	507
2020 Q1	$13K	Buy	+425	New	+$28.1K	﹤0.01%	495

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

Capital Analysts LLC's UAL Position: Q1 2026 in Review

Capital Analysts LLC reduced its United Airlines (UAL) stake by 13% in Q1 2026, selling an estimated $9.43K and leaving 627 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Capital Analysts LLC first reported a position in UAL in Q1 2020 and has held it in 25 quarters since. The position peaked at $80K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Capital Analysts LLC held 627 shares of United Airlines worth $58K as of Q1 2026.
Capital Analysts LLC sold 90 United Airlines shares in Q1 2026, an estimated $9.43K.
United Airlines made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #917 holding.
Capital Analysts LLC first reported a position in United Airlines in Q1 2020 and has held it in 25 quarters since.
Capital Analysts LLC's United Airlines position peaked at $80K in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.