Baker Avenue Asset Management, LP

Position in UAL — United Airlines Holdings, Inc.

CIK 1432529 SAN FRANCISCO, CA

Position in UAL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$895,766

+$331,562 QoQ

Shares Held

6,587

+7.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#480

of 1,063 holders

Holding Since

Dec 2022

8 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Industrials · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $2,347,073 across 3 Airlines names. UAL ranks #2 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	12,901	$1,208,307
2	UAL	United Airlines Holdings, Inc. This page	6,587	$895,766
3	CPA	Copa Holdings, S.A.	1,562	$243,000

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$895,766	6,587	+7.5%	Shares	Sole	2026-07-28
2026-03-31	$564,204	6,128	+60.6%	Shares	Sole	2026-05-12
2025-12-31	$426,705	3,816	+37.5%	Shares	Sole	2026-02-10
2025-09-30	$267,787	2,775	+3284.1%	Shares	Sole	2025-10-31
2023-09-30	$3,468	82	+331.6%	Shares	Sole	2023-11-15
2023-06-30	$1,042	19	-75.3%	Shares	Sole	2023-08-14
2023-03-31	$3,407	77	+305.3%	Shares	Sole	2023-05-16
2022-12-31	$716	19	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.