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Lansdowne Partners (UK)’s United Airlines UAL Stock Holding History

Lansdowne Partners (UK)’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 		$141M Buy
1,530,883
+300,912
+24% +$31.5M 7.55% 7
2025
Q4 		$138M Buy
1,229,971
+129,760
+12% +$13.1M 10.09% 4
2025
Q3 		$106M Buy
1,100,211
+244,037
+29% +$23.5M 8.96% 4
2025
Q2 		$68.2M Buy
+856,174
New +$63.1M 8.85% 4
2022
Q3 		– Sell
-9,916
Closed -$351K – 22
2022
Q2 		$351K Buy
+9,916
New +$435K 0.05% 22
2021
Q3 		– Sell
-643,731
Closed -$33.7M – 40
2021
Q2 		$33.7M Buy
643,731
+5,856
+0.9% +$325K 1.34% 20
2021
Q1 		$36.7M Sell
637,875
-4,830
-0.8% -$236K 1.19% 17
2020
Q4 		$27.8M Sell
642,705
-173,229
-21% -$7.01M 0.9% 24
2020
Q3 		$28.4M Sell
815,934
-1,025,412
-56% -$35.5M 1.14% 22
2020
Q2 		$63.7M Sell
1,841,346
-2,724,872
-60% -$81.7M 2.66% 13
2020
Q1 		$144M Sell
4,566,218
-257,210
-5% -$17M 7.98% 5
2019
Q4 		$425M Sell
4,823,428
-721,382
-13% -$64.7M 11.5% 3
2019
Q3 		$490M Sell
5,544,810
-2,058,235
-27% -$182M 13.04% 3
2019
Q2 		$666M Buy
7,603,045
+29,296
+0.4% +$2.48M 16.33% 2
2019
Q1 		$604M Buy
7,573,749
+736,356
+11% +$62.1M 13.41% 2
2018
Q4 		$572M Buy
6,837,393
+1,613,688
+31% +$142M 8.46% 3
2018
Q3 		$465M Buy
5,223,705
+1,612,901
+45% +$133M 4.91% 10
2018
Q2 		$252M Buy
+3,610,804
New +$251M 2.4% 11

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

Lansdowne Partners (UK)'s UAL Position: Q1 2026 in Review

Lansdowne Partners (UK) increased its United Airlines (UAL) stake by 24% in Q1 2026, buying an estimated $31.5M and bringing the position to 1,530,883 shares worth $141M. The position accounts for 7.55% of the portfolio, ranked #7.

Lansdowne Partners (UK) first reported a position in UAL in Q2 2018 and has held it in 18 quarters since. The position peaked at $666M in Q2 2019. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Lansdowne Partners (UK) held 1,530,883 shares of United Airlines worth $141M as of Q1 2026.
  • Lansdowne Partners (UK) bought 300,912 United Airlines shares in Q1 2026, an estimated $31.5M.
  • United Airlines made up 7.55% of Lansdowne Partners (UK)'s portfolio in Q1 2026, its #7 holding.
  • Lansdowne Partners (UK) first reported a position in United Airlines in Q2 2018 and has held it in 18 quarters since.
  • Lansdowne Partners (UK)'s United Airlines position peaked at $666M in Q2 2019.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Lansdowne Partners (UK)'s 13F filing for Q1 2026, filed 14 May 2026.