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Capital Performance Advisors’s United Airlines UAL Stock Holding History

Capital Performance Advisors’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 		– Sell
-3,416
Closed -$315K – 480
2026
Q1 		$315K Sell
3,416
-32
-0.9% -$3.35K 0.02% 317
2025
Q4 		$386K Buy
3,448
+639
+23% +$64.6K 0.03% 262
2025
Q3 		$271K Buy
+2,809
New +$270K 0.04% 238
2024
Q4 		– Sell
-1,361
Closed -$77.7K – 2523
2024
Q3 		$77.7K Buy
+1,361
New +$63K 0.02% 247

Other funds holding UAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Capital Performance Advisors sold out of United Airlines (UAL) in Q2 2026, closing a stake of 3,416 shares — an estimated $315K sold.

Capital Performance Advisors first reported a position in UAL in Q3 2024 and held it in 4 quarters. The position peaked at $386K in Q4 2025. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Capital Performance Advisors reported no remaining United Airlines position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 3,416 United Airlines shares in Q2 2026, an estimated $315K.
  • Capital Performance Advisors first reported a position in United Airlines in Q3 2024 and held it in 4 quarters.
  • Capital Performance Advisors's United Airlines position peaked at $386K in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.