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Caprock Group’s United Airlines UAL Stock Holding History

Caprock Group’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 		$2.73M Sell
29,615
-10,306
-26% -$1.08M 0.07% 264
2025
Q4 		$4.46M Buy
39,921
+13,205
+49% +$1.33M 0.09% 180
2025
Q3 		$2.81M Buy
+26,716
New +$2.57M 0.07% 258
2025
Q1 		$806K Buy
11,675
+9,342
+400% +$882K 0.02% 535
2024
Q4 		$227K Buy
+2,333
New +$197K 0.01% 899
2022
Q1 		– Sell
-37,956
Closed -$1.66M – 650
2021
Q4 		$1.66M Buy
+37,956
New +$1.76M 0.14% 112

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

Caprock Group's UAL Position: Q1 2026 in Review

Caprock Group reduced its United Airlines (UAL) stake by 26% in Q1 2026, selling an estimated $1.08M and leaving 29,615 shares worth $2.73M. The position accounts for 0.07% of the portfolio, ranked #264.

Caprock Group first reported a position in UAL in Q4 2021 and has held it in 6 quarters since. The position peaked at $4.46M in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Caprock Group held 29,615 shares of United Airlines worth $2.73M as of Q1 2026.
  • Caprock Group sold 10,306 United Airlines shares in Q1 2026, an estimated $1.08M.
  • United Airlines made up 0.07% of Caprock Group's portfolio in Q1 2026, its #264 holding.
  • Caprock Group first reported a position in United Airlines in Q4 2021 and has held it in 6 quarters since.
  • Caprock Group's United Airlines position peaked at $4.46M in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.