Chapin Davis’s United Airlines UAL Stock Holding History

Chapin Davis’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 Q3	$666K	Hold	6,000	–	–	0.13%	121
2026 Q2	$816K	Hold	6,000	–	–	0.14%	108
2026 Q1	$552K	Buy	+6,000	New	+$629K	0.12%	147
2025 Q4	–	Sell	-47,431	Closed	-$4.58M	–	259
2025 Q3	$4.58M	Buy	47,431 +41,031	+641%	+$3.95M	1.12%	24
2025 Q2	$510K	Buy	6,400 +2,400	+60%	+$177K	0.14%	135
2025 Q1	$276K	Sell	4,000 -2,650	-40%	-$250K	0.09%	170
2024 Q4	$379K	Hold	6,650	–	–	0.12%	147
2024 Q3	$379K	Sell	6,650 -6,500	-49%	-$301K	0.12%	148
2024 Q2	$640K	Buy	13,150 +2,700	+26%	+$136K	0.22%	102
2024 Q1	$500K	Buy	10,450 +2,500	+31%	+$107K	0.18%	128
2023 Q4	$328K	Buy	7,950 +800	+11%	+$31.5K	0.14%	148
2023 Q3	$302K	Buy	7,150 +2,200	+44%	+$111K	0.14%	141
2023 Q2	$272K	Hold	4,950	–	–	0.13%	157
2023 Q1	$219K	Sell	4,950 -2,000	-29%	-$95.8K	0.11%	181
2022 Q4	$262K	Buy	+6,950	New	+$282K	0.15%	152

Other funds holding UAL

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Chapin Davis's UAL Position: Q3 2026 in Review

Chapin Davis held its United Airlines (UAL) position steady in Q3 2026 at 6,000 shares worth $666K. The position accounts for 0.13% of the portfolio, ranked #121.

Chapin Davis first reported a position in UAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.58M in Q3 2025. 494 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

Chapin Davis held 6,000 shares of United Airlines worth $666K as of Q3 2026.
Chapin Davis left its United Airlines share count unchanged in Q3 2026.
United Airlines made up 0.13% of Chapin Davis's portfolio in Q3 2026, its #121 holding.
Chapin Davis first reported a position in United Airlines in Q4 2022 and has held it in 15 quarters since.
Chapin Davis's United Airlines position peaked at $4.58M in Q3 2025.
494 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.