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Mountain Capital Investment Advisors’s United Airlines UAL Stock Holding History

Mountain Capital Investment Advisors’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 		$224K Buy
+1,644
New +$170K 0.03% 81
2025
Q4 		– Sell
-2,523
Closed -$235K – 100
2025
Q3 		$235K Buy
+2,523
New +$243K 0.04% 69
2017
Q4 		– Sell
-78
Closed -$5K – 399
2017
Q3 		$5K Hold
78
– – ﹤0.01% 351
2017
Q2 		$6K Buy
+78
New +$5.89K 0.01% 364

Other funds holding UAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mountain Capital Investment Advisors's UAL Position: Q2 2026 in Review

Mountain Capital Investment Advisors opened a new position in United Airlines (UAL) in Q2 2026: 1,644 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #81 among its holdings. This is a return to the name: Mountain Capital Investment Advisors previously reported a position in UAL as recently as Q3 2025.

Mountain Capital Investment Advisors first reported a position in UAL in Q2 2017 and has held it in 4 quarters since. The position peaked at $235K in Q3 2025. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Mountain Capital Investment Advisors held 1,644 shares of United Airlines worth $224K as of Q2 2026.
  • United Airlines was a new Mountain Capital Investment Advisors position in Q2 2026.
  • United Airlines made up 0.03% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • Mountain Capital Investment Advisors first reported a position in United Airlines in Q2 2017 and has held it in 4 quarters since.
  • Mountain Capital Investment Advisors's United Airlines position peaked at $235K in Q3 2025.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.