Capstone Investment Advisors
UAL icon

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 		$2.5M Sell
27,100
-8,700
-24% -$912K ﹤0.01% 583
2025
Q4 		$4M Sell
35,800
-14,200
-28% -$1.43M 0.01% 419
2025
Q3 		$4.83M Buy
50,000
+18,300
+58% +$1.76M 0.01% 482
2025
Q2 		$2.52M Sell
31,700
-10,500
-25% -$774K 0.01% 570
2025
Q1 		$2.91M Sell
42,200
-77,300
-65% -$7.3M 0.01% 591
2024
Q4 		$11.6M Buy
119,500
+27,200
+29% +$2.3M 0.03% 330
2024
Q3 		$5.27M Buy
92,300
+1,100
+1% +$50.9K 0.02% 439
2024
Q2 		$4.44M Buy
91,200
+9,100
+11% +$458K 0.01% 487
2024
Q1 		$3.93M Sell
82,100
-29,800
-27% -$1.28M 0.01% 527
2023
Q4 		$4.62M Buy
111,900
+42,000
+60% +$1.65M 0.01% 550
2023
Q3 		$2.96M Buy
69,900
+18,000
+35% +$910K 0.01% 588
2023
Q2 		$2.85M Buy
51,900
+5,900
+13% +$279K 0.01% 540
2023
Q1 		$2.04M Sell
46,000
-5,200
-10% -$249K 0.01% 594
2022
Q4 		$1.93M Buy
51,200
+1,300
+3% +$52.8K 0.01% 721
2022
Q3 		$1.62M Sell
49,900
-12,100
-20% -$450K 0.01% 842
2022
Q2 		$2.2M Sell
62,000
-161,900
-72% -$7.11M 0.01% 729
2022
Q1 		$10.4M Sell
223,900
-191,500
-46% -$8.3M 0.03% 456
2021
Q4 		$18.2M Buy
415,400
+79,700
+24% +$3.7M 0.03% 450
2021
Q3 		$16M Buy
335,700
+19,000
+6% +$895K 0.03% 480
2021
Q2 		$16.6M Buy
316,700
+47,300
+18% +$2.62M 0.04% 389
2021
Q1 		$15.5M Buy
269,400
+83,600
+45% +$4.08M 0.05% 352
2020
Q4 		$8.04M Buy
185,800
+93,900
+102% +$3.8M 0.03% 455
2020
Q3 		$3.19M Buy
91,900
+16,100
+21% +$557K 0.02% 656
2020
Q2 		$2.62M Buy
75,800
+26,500
+54% +$795K 0.02% 623
2020
Q1 		$1.55M Sell
49,300
-76,000
-61% -$5.03M 0.03% 587
2019
Q4 		$11M Buy
125,300
+46,100
+58% +$4.14M 0.06% 338
2019
Q3 		$7M Buy
79,200
+17,200
+28% +$1.52M 0.05% 353
2019
Q2 		$5.43M Buy
62,000
+27,600
+80% +$2.34M 0.04% 438
2019
Q1 		$2.74M Buy
34,400
+18,700
+119% +$1.58M 0.03% 499
2018
Q4 		$1.31M Sell
15,700
-348,100
-96% -$30.6M 0.02% 543
2018
Q3 		$32.4M Buy
+363,800
New +$30M 0.37% 40

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.