IEQ Capital’s United Airlines UAL Stock Holding History

IEQ Capital’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	$17.7M	Buy	192,213 +29,590	+18%	+$3.1M	0.08%	234
2025 Q4	$18.2M	Buy	162,623 +78,870	+94%	+$7.97M	0.05%	226
2025 Q3	$8.08M	Sell	83,753 -625	-0.7%	-$60.1K	0.02%	380
2025 Q2	$6.72M	Buy	84,378 +72,053	+585%	+$5.31M	0.04%	341
2025 Q1	$851K	Buy	+12,325	New	+$1.16M	0.01%	804
2024 Q4	–	Sell	-9,286	Closed	-$530K	–	1440
2024 Q3	$530K	Buy	9,286 +1,083	+13%	+$50.1K	0.01%	734
2024 Q2	$399K	Buy	8,203 +363	+5%	+$18.3K	0.01%	721
2024 Q1	$375K	Buy	7,840 +1,143	+17%	+$49K	0.01%	715
2023 Q4	$276K	Sell	6,697 -642	-9%	-$25.2K	﹤0.01%	749
2023 Q3	$310K	Buy	7,339 +2,365	+48%	+$120K	0.01%	710
2023 Q2	$273K	Sell	4,974 -597	-11%	-$28.2K	0.01%	711
2023 Q1	$247K	Buy	+5,571	New	+$267K	0.01%	772
2022 Q2	–	Sell	-6,617	Closed	-$307K	–	861
2022 Q1	$307K	Sell	6,617 -1,437	-18%	-$62.3K	0.01%	632
2021 Q4	$353K	Buy	8,054 +369	+5%	+$17.1K	0.01%	545
2021 Q3	$365K	Buy	7,685 +3,402	+79%	+$160K	0.01%	513
2021 Q2	$224K	Buy	+4,283	New	+$238K	0.01%	556

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

IEQ Capital's UAL Position: Q1 2026 in Review

IEQ Capital increased its United Airlines (UAL) stake by 18% in Q1 2026, buying an estimated $3.1M and bringing the position to 192,213 shares worth $17.7M. The position accounts for 0.08% of the portfolio, ranked #234.

IEQ Capital first reported a position in UAL in Q2 2021 and has held it in 16 quarters since. The position peaked at $18.2M in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

IEQ Capital held 192,213 shares of United Airlines worth $17.7M as of Q1 2026.
IEQ Capital bought 29,590 United Airlines shares in Q1 2026, an estimated $3.1M.
United Airlines made up 0.08% of IEQ Capital's portfolio in Q1 2026, its #234 holding.
IEQ Capital first reported a position in United Airlines in Q2 2021 and has held it in 16 quarters since.
IEQ Capital's United Airlines position peaked at $18.2M in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

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