Occudo Quantitative Strategies’s United Airlines UAL Stock Holding History

Occudo Quantitative Strategies’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	$1.74M	Buy	+19,340	New	+$2.03M	0.09%	290
2025 Q3	–	Sell	-38,336	Closed	-$3.05M	–	880
2025 Q2	$3.05M	Buy	38,336 +24,404	+175%	+$1.8M	0.34%	78
2025 Q1	$978K	Buy	+13,932	New	+$1.32M	0.13%	231
2023 Q3	–	Sell	-5,015	Closed	-$275K	–	1321
2023 Q2	$275K	Buy	+5,015	New	+$237K	0.03%	766
2021 Q4	–	Sell	-10,409	Closed	-$495K	–	1256
2021 Q3	$495K	Sell	10,409 -2,200	-17%	-$104K	0.06%	545
2021 Q2	$659K	Buy	+12,609	New	+$699K	0.1%	332

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Occudo Quantitative Strategies's UAL Position: Q1 2026 in Review

Occudo Quantitative Strategies opened a new position in United Airlines (UAL) in Q1 2026: 19,340 shares worth $1.74M. The stake represents 0.09% of the portfolio and ranks #290 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in UAL as recently as Q2 2025.

Occudo Quantitative Strategies first reported a position in UAL in Q2 2021 and has held it in 6 quarters since. The position peaked at $3.05M in Q2 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Occudo Quantitative Strategies held 19,340 shares of United Airlines worth $1.74M as of Q1 2026.
United Airlines was a new Occudo Quantitative Strategies position in Q1 2026.
United Airlines made up 0.09% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #290 holding.
Occudo Quantitative Strategies first reported a position in United Airlines in Q2 2021 and has held it in 6 quarters since.
Occudo Quantitative Strategies's United Airlines position peaked at $3.05M in Q2 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.