Capstone Investment Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.47M | Sell |
15,980
-2,513
| -14% | -$263K | ﹤0.01% | 730 |
|
|
2025
Q4 | $2.07M | Sell |
18,493
-21,580
| -54% | -$2.18M | ﹤0.01% | 613 |
|
|
2025
Q3 | $3.87M | Sell |
40,073
-87,379
| -69% | -$8.4M | 0.01% | 549 |
|
|
2025
Q2 | $10.1M | Buy |
127,452
+79,616
| +166% | +$5.87M | 0.03% | 246 |
|
|
2025
Q1 | $3.3M | Buy |
47,836
+41,368
| +640% | +$3.91M | 0.01% | 553 |
|
|
2024
Q4 | $628K | Buy |
+6,468
| New | +$547K | ﹤0.01% | 1234 |
|
|
2024
Q3 | – | Sell |
-7,522
| Closed | -$348K | – | 2212 |
|
|
2024
Q2 | $366K | Sell |
7,522
-28,349
| -79% | -$1.43M | ﹤0.01% | 1479 |
|
|
2024
Q1 | $1.72M | Buy |
35,871
+14,804
| +70% | +$634K | 0.01% | 854 |
|
|
2023
Q4 | $869K | Sell |
21,067
-395
| -2% | -$15.5K | ﹤0.01% | 1115 |
|
|
2023
Q3 | $908K | Buy |
21,462
+20,564
| +2,290% | +$1.04M | ﹤0.01% | 1018 |
|
|
2023
Q2 | $49.3K | Sell |
898
-9,233
| -91% | -$436K | ﹤0.01% | 1765 |
|
|
2023
Q1 | $448K | Sell |
10,131
-21,325
| -68% | -$1.02M | ﹤0.01% | 1044 |
|
|
2022
Q4 | $1.19M | Sell |
31,456
-1,982
| -6% | -$80.4K | 0.01% | 875 |
|
|
2022
Q3 | $1.09M | Buy |
33,438
+7,369
| +28% | +$274K | 0.01% | 973 |
|
|
2022
Q2 | $923K | Buy |
26,069
+501
| +2% | +$22K | ﹤0.01% | 1054 |
|
|
2022
Q1 | $1.19M | Sell |
25,568
-107,207
| -81% | -$4.65M | ﹤0.01% | 1252 |
|
|
2021
Q4 | $5.81M | Buy |
132,775
+87,716
| +195% | +$4.07M | 0.01% | 775 |
|
|
2021
Q3 | $2.14M | Buy |
45,059
+17,481
| +63% | +$824K | ﹤0.01% | 1165 |
|
|
2021
Q2 | $1.44M | Buy |
+27,578
| New | +$1.53M | ﹤0.01% | 1132 |
|
|
2021
Q1 | – | Sell |
-10,265
| Closed | -$501K | – | 1940 |
|
|
2020
Q4 | $444K | Buy |
10,265
+5,306
| +107% | +$215K | ﹤0.01% | 1281 |
|
|
2020
Q3 | $172K | Buy |
+4,959
| New | +$172K | ﹤0.01% | 1297 |
|
|
2020
Q2 | – | Sell |
-16,124
| Closed | -$483K | – | 1367 |
|
|
2020
Q1 | $509K | Buy |
16,124
+5,683
| +54% | +$376K | 0.01% | 885 |
|
|
2019
Q4 | $920K | Buy |
+10,441
| New | +$937K | 0.01% | 1023 |
|
|
2019
Q3 | – | Sell |
-3,807
| Closed | -$336K | – | 1451 |
|
|
2019
Q2 | $333K | Sell |
3,807
-1,284
| -25% | -$109K | ﹤0.01% | 1186 |
|
|
2019
Q1 | $406K | Buy |
+5,091
| New | +$430K | ﹤0.01% | 1032 |
|
|
2018
Q4 | – | Sell |
-34,205
| Closed | -$3M | – | 1366 |
|
|
2018
Q3 | $3.05M | Buy |
34,205
+13,605
| +66% | +$1.12M | 0.03% | 347 |
|
|
2018
Q2 | $1.44M | Sell |
20,600
-32,000
| -61% | -$2.22M | 0.02% | 329 |
|
|
2018
Q1 | $3.65M | Buy |
+52,600
| New | +$3.63M | 0.07% | 159 |
|
|
2017
Q4 | – | Sell |
-6,900
| Closed | -$420K | – | 660 |
|
|
2017
Q3 | $420K | Buy |
+6,900
| New | +$460K | 0.01% | 336 |
|
Other funds holding UAL
VCM
VPM
Capstone Investment Advisors's UAL Position: Q1 2026 in Review
Capstone Investment Advisors reduced its United Airlines (UAL) stake by 14% in Q1 2026, selling an estimated $263K and leaving 15,980 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #730.
Capstone Investment Advisors first reported a position in UAL in Q3 2017 and has held it in 29 quarters since. The position peaked at $10.1M in Q2 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.
- Capstone Investment Advisors held 15,980 shares of United Airlines worth $1.47M as of Q1 2026.
- Capstone Investment Advisors sold 2,513 United Airlines shares in Q1 2026, an estimated $263K.
- United Airlines made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #730 holding.
- Capstone Investment Advisors first reported a position in United Airlines in Q3 2017 and has held it in 29 quarters since.
- Capstone Investment Advisors's United Airlines position peaked at $10.1M in Q2 2025.
- 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.