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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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Performance Advisors's UAL Position: Q1 2026 in Review

Capital Performance Advisors reduced its United Airlines (UAL) stake by 0.93% in Q1 2026, selling an estimated $3.35K and leaving 3,416 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #317.

Capital Performance Advisors first reported a position in UAL in Q3 2024 and has held it in 4 quarters since. The position peaked at $386K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Capital Performance Advisors held 3,416 shares of United Airlines worth $315K as of Q1 2026.
  • Capital Performance Advisors sold 32 United Airlines shares in Q1 2026, an estimated $3.35K.
  • United Airlines made up 0.02% of Capital Performance Advisors's portfolio in Q1 2026, its #317 holding.
  • Capital Performance Advisors first reported a position in United Airlines in Q3 2024 and has held it in 4 quarters since.
  • Capital Performance Advisors's United Airlines position peaked at $386K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.