Position in UAL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,752,236
+$1,025,583 QoQ
Shares Held
27,592
-6.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#275
of 1,063 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Caprock Group, LLC holds $10,764,660 across 5 Airlines names. UAL ranks #2 (34.9% of the industry book) .
All Filings in UAL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,752,236 | 27,592 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,726,653 | 29,615 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,463,966 | 39,921 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,578,094 | 26,716 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $806,158 | 11,675 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $226,534 | 2,333 | Shares | Sole | 2025-01-23 | |
| 2021-12-31 | $1,661,713 | 37,956 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||