Long Focus Capital Management’s United Airlines UAL Stock Holding History

Long Focus 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 Q2	$3.94M	Sell	29,000 -90,000	-76%	-$9.32M	0.1%	70
2026 Q1	$11M	Sell	119,000 -20,000	-14%	-$2.1M	0.29%	66
2025 Q4	$15.5M	Sell	139,000 -20,000	-13%	-$2.02M	0.41%	56
2025 Q3	$15.3M	Sell	159,000 -109,000	-41%	-$10.5M	0.51%	48
2025 Q2	$21.3M	Hold	268,000	–	–	0.81%	34
2025 Q1	$18.5M	Buy	+268,000	New	+$25.3M	0.62%	40

Other funds holding UAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Long Focus Capital Management's UAL Position: Q2 2026 in Review

Long Focus Capital Management reduced its United Airlines (UAL) stake by 76% in Q2 2026, selling an estimated $9.32M and leaving 29,000 shares worth $3.94M. The position accounts for 0.1% of the portfolio, ranked #70.

Long Focus Capital Management first reported a position in UAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.3M in Q2 2025. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Long Focus Capital Management held 29,000 shares of United Airlines worth $3.94M as of Q2 2026.
Long Focus Capital Management sold 90,000 United Airlines shares in Q2 2026, an estimated $9.32M.
United Airlines made up 0.1% of Long Focus Capital Management's portfolio in Q2 2026, its #70 holding.
Long Focus Capital Management first reported a position in United Airlines in Q1 2025 and has held it in 6 quarters since.
Long Focus Capital Management's United Airlines position peaked at $21.3M in Q2 2025.
1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Long Focus Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.