Clearfield Capital Management’s United Airlines UAL Stock Holding History

Clearfield Capital Management’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	$20.5M	Sell	222,700 -11,300	-5%	-$1.18M	10.91%	4
2025 Q4	$26.2M	Sell	234,000 -135,700	-37%	-$13.7M	11.73%	2
2025 Q3	$35.7M	Buy	369,700 +232,781	+170%	+$22.4M	21.35%	1
2025 Q2	$10.9M	Buy	+136,919	New	+$10.1M	8.4%	4
2025 Q1	–	Sell	-203,000	Closed	-$19.7M	–	18
2024 Q4	$19.7M	Buy	+203,000	New	+$17.2M	11.07%	4

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Clearfield Capital Management's UAL Position: Q1 2026 in Review

Clearfield Capital Management reduced its United Airlines (UAL) stake by 4.8% in Q1 2026, selling an estimated $1.18M and leaving 222,700 shares worth $20.5M. The position accounts for 10.91% of the portfolio, ranked #4.

Clearfield Capital Management first reported a position in UAL in Q4 2024 and has held it in 5 quarters since. The position peaked at $35.7M in Q3 2025. 972 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Clearfield Capital Management held 222,700 shares of United Airlines worth $20.5M as of Q1 2026.
Clearfield Capital Management sold 11,300 United Airlines shares in Q1 2026, an estimated $1.18M.
United Airlines made up 10.91% of Clearfield Capital Management's portfolio in Q1 2026, its #4 holding.
Clearfield Capital Management first reported a position in United Airlines in Q4 2024 and has held it in 5 quarters since.
Clearfield Capital Management's United Airlines position peaked at $35.7M in Q3 2025.
972 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Clearfield Capital Management's 13F filing for Q1 2026, filed 15 May 2026.