CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s United Airlines UAL Stock Holding History

CAPTRUST Financial 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 		$4.56M Buy
49,528
+14,043
+40% +$1.47M 0.01% 811
2025
Q4 		$3.97M Buy
35,485
+8,859
+33% +$895K 0.01% 751
2025
Q3 		$2.57M Buy
26,626
+106
+0.4% +$10.2K 0.01% 909
2025
Q2 		$2.11M Buy
26,520
+5,336
+25% +$393K ﹤0.01% 946
2025
Q1 		$1.46M Buy
21,184
+2,665
+14% +$252K ﹤0.01% 1071
2024
Q4 		$1.8M Buy
18,519
+2,415
+15% +$204K 0.01% 929
2024
Q3 		$919K Buy
16,104
+1,499
+10% +$69.4K ﹤0.01% 1235
2024
Q2 		$711K Buy
14,605
+95
+0.7% +$4.78K ﹤0.01% 1333
2024
Q1 		$695K Sell
14,510
-4,272
-23% -$183K ﹤0.01% 1327
2023
Q4 		$775K Buy
18,782
+8,562
+84% +$337K ﹤0.01% 1433
2023
Q3 		$432K Sell
10,220
-811
-7% -$41K ﹤0.01% 1739
2023
Q2 		$605K Sell
11,031
-310
-3% -$14.6K ﹤0.01% 1516
2023
Q1 		$502K Buy
11,341
+4,265
+60% +$204K ﹤0.01% 1407
2022
Q4 		$267K Buy
7,076
+29
+0.4% +$1.18K ﹤0.01% 1748
2022
Q3 		$229K Buy
7,047
+387
+6% +$14.4K ﹤0.01% 1733
2022
Q2 		$236K Buy
6,660
+334
+5% +$14.7K ﹤0.01% 1579
2022
Q1 		$293K Buy
6,326
+1,649
+35% +$71.5K ﹤0.01% 1450
2021
Q4 		$205K Buy
4,677
+1,350
+41% +$62.6K ﹤0.01% 1621
2021
Q3 		$158K Buy
3,327
+1,700
+104% +$80.1K ﹤0.01% 1731
2021
Q2 		$85K Buy
1,627
+63
+4% +$3.49K ﹤0.01% 2151
2021
Q1 		$90K Buy
1,564
+225
+17% +$11K ﹤0.01% 2033
2020
Q4 		$58K Buy
1,339
+170
+15% +$6.88K ﹤0.01% 1763
2020
Q3 		$41K Buy
1,169
+695
+147% +$24K ﹤0.01% 1707
2020
Q2 		$16K Buy
+474
New +$14.2K ﹤0.01% 2035
2019
Q4 		– Sell
-527
Closed -$47K – 1758
2019
Q3 		$47K Buy
527
+32
+6% +$2.83K ﹤0.01% 1019
2019
Q2 		$43K Buy
495
+19
+4% +$1.61K ﹤0.01% 1024
2019
Q1 		$38K Sell
476
-5
-1% -$422 ﹤0.01% 986
2018
Q4 		$40K Buy
+481
New +$42.3K ﹤0.01% 841

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

CAPTRUST Financial Advisors's UAL Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its United Airlines (UAL) stake by 40% in Q1 2026, buying an estimated $1.47M and bringing the position to 49,528 shares worth $4.56M. The position accounts for 0.01% of the portfolio, ranked #811.

CAPTRUST Financial Advisors first reported a position in UAL in Q4 2018 and has held it in 28 quarters since. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • CAPTRUST Financial Advisors held 49,528 shares of United Airlines worth $4.56M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 14,043 United Airlines shares in Q1 2026, an estimated $1.47M.
  • United Airlines made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #811 holding.
  • CAPTRUST Financial Advisors first reported a position in United Airlines in Q4 2018 and has held it in 28 quarters since.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.