Capstone Investment Advisors
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Capstone Investment Advisors’s United Airlines UAL Stock Holding History

Capstone Investment 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 		$433K Sell
4,700
-3,900
-45% -$409K ﹤0.01% 1212
2025
Q4 		$962K Sell
8,600
-2,300
-21% -$232K ﹤0.01% 882
2025
Q3 		$1.05M Buy
10,900
+4,400
+68% +$423K ﹤0.01% 997
2025
Q2 		$518K Sell
6,500
-10,100
-61% -$744K ﹤0.01% 1126
2025
Q1 		$1.15M Sell
16,600
-20,300
-55% -$1.92M ﹤0.01% 844
2024
Q4 		$3.58M Buy
36,900
+6,400
+21% +$541K 0.01% 656
2024
Q3 		$1.74M Buy
30,500
+400
+1% +$18.5K 0.01% 780
2024
Q2 		$1.46M Buy
30,100
+3,500
+13% +$176K ﹤0.01% 837
2024
Q1 		$1.27M Sell
26,600
-15,700
-37% -$673K ﹤0.01% 1008
2023
Q4 		$1.75M Buy
42,300
+21,000
+99% +$826K 0.01% 852
2023
Q3 		$901K Buy
21,300
+4,400
+26% +$222K ﹤0.01% 1023
2023
Q2 		$927K Buy
16,900
+2,000
+13% +$94.4K ﹤0.01% 899
2023
Q1 		$659K Buy
14,900
+5,800
+64% +$278K ﹤0.01% 924
2022
Q4 		$343K Buy
9,100
+200
+2% +$8.12K ﹤0.01% 1195
2022
Q3 		$290K Sell
8,900
-2,200
-20% -$81.8K ﹤0.01% 1399
2022
Q2 		$393K Sell
11,100
-37,600
-77% -$1.65M ﹤0.01% 1302
2022
Q1 		$2.26M Sell
48,700
-56,600
-54% -$2.45M 0.01% 997
2021
Q4 		$4.61M Buy
105,300
+23,100
+28% +$1.07M 0.01% 846
2021
Q3 		$3.91M Sell
82,200
-43,300
-35% -$2.04M 0.01% 929
2021
Q2 		$6.56M Buy
125,500
+65,300
+108% +$3.62M 0.01% 652
2021
Q1 		$3.46M Buy
60,200
+3,100
+5% +$151K 0.01% 750
2020
Q4 		$2.47M Buy
57,100
+8,400
+17% +$340K 0.01% 814
2020
Q3 		$1.69M Buy
48,700
+10,000
+26% +$346K 0.01% 867
2020
Q2 		$1.34M Buy
38,700
+18,900
+95% +$567K 0.01% 827
2020
Q1 		$625K Sell
19,800
-24,000
-55% -$1.59M 0.01% 842
2019
Q4 		$3.86M Buy
43,800
+13,500
+45% +$1.21M 0.02% 654
2019
Q3 		$2.68M Buy
30,300
+10,200
+51% +$901K 0.02% 639
2019
Q2 		$1.76M Buy
20,100
+8,900
+79% +$753K 0.01% 785
2019
Q1 		$894K Buy
11,200
+7,000
+167% +$591K 0.01% 846
2018
Q4 		$352K Sell
4,200
-348,600
-99% -$30.6M ﹤0.01% 899
2018
Q3 		$31.4M Buy
+352,800
New +$29.1M 0.36% 42

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

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.