Marsico Capital Management’s United Airlines UAL Stock Holding History

Marsico 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	$29.3M	Buy	215,205 +42,513	+25%	+$4.4M	0.76%	31
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

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

Marsico Capital Management's UAL Position: Q2 2026 in Review

Marsico Capital Management increased its United Airlines (UAL) stake by 25% in Q2 2026, buying an estimated $4.4M and bringing the position to 215,205 shares worth $29.3M. The position accounts for 0.76% of the portfolio, ranked #31.

Marsico Capital Management first reported a position in UAL in Q1 2014 and has held it in 13 quarters since. The position peaked at $86.4M in Q1 2014. 1,068 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Marsico Capital Management held 215,205 shares of United Airlines worth $29.3M as of Q2 2026.
Marsico Capital Management bought 42,513 United Airlines shares in Q2 2026, an estimated $4.4M.
United Airlines made up 0.76% of Marsico Capital Management's portfolio in Q2 2026, its #31 holding.
Marsico Capital Management first reported a position in United Airlines in Q1 2014 and has held it in 13 quarters since.
Marsico Capital Management's United Airlines position peaked at $86.4M in Q1 2014.
1,068 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

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