Marsico Capital Management’s United Airlines UAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.9M	Hold	172,692	–	–	0.47%	40
2025 Q4	$19.3M	Hold	172,692	–	–	0.54%	29
2025 Q3	$16.7M	Buy	172,692 +156,781	+985%	+$15.1M	0.43%	46
2025 Q2	$1.27M	Sell	15,911 -125,978	-89%	-$9.28M	0.03%	65
2025 Q1	$9.8M	Buy	+141,889	New	+$13.4M	0.34%	42
2024 Q3	–	Sell	-155,608	Closed	-$7.57M	–	67
2024 Q2	$7.57M	Hold	155,608	–	–	0.23%	43
2024 Q1	$7.45M	Hold	155,608	–	–	0.24%	46
2023 Q4	$6.42M	Buy	155,608 +63,469	+69%	+$2.5M	0.25%	48
2023 Q3	$3.9M	Hold	92,139	–	–	0.17%	55
2023 Q2	$5.06M	Sell	92,139 -34,039	-27%	-$1.61M	0.2%	49
2023 Q1	$5.58M	Buy	+126,178	New	+$6.05M	0.26%	48
2014 Q2	–	Sell	-1,936,328	Closed	-$86.4M	–	101
2014 Q1	$86.4M	Buy	+1,936,328	New	+$87.1M	0.62%	37