MAI Capital Management
Position in UAL — United Airlines Holdings, Inc.
CIK 1040197
INDEPENDENCE, OH
Position in UAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,538,318
+$1,098,224 QoQ
Shares Held
11,312
+136.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#391
of 1,068 holders
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Derivatives in UAL
reported options exposure · as of Jun 30, 2021CallValue
$78,435
CallShares
1,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Airlines
Industrials · as of Jun 30, 2026MAI Capital Management holds $7,040,298 across 5 Airlines names. UAL ranks #2 (21.9% of the industry book) .
All Filings in UAL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,538,318 | 11,312 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $440,094 | 4,780 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $225,988 | 2,021 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $190,298 | 1,972 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $146,678 | 1,842 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $121,389 | 1,758 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $194,394 | 2,002 | Shares | Sole | 2025-02-14 | |
| 2021-06-30 | $140,294 | 2,683 | Shares | Sole | 2021-07-19 | |
| 2021-06-30 | $78,435 | 1,500 | Call | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||