UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1463217
IRVING, TX
Position in UAL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,828,385
+$688,283 QoQ
Shares Held
13,445
+8.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#365
of 1,063 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $5,969,777 across 6 Airlines names. UAL ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
22,651 | $2,121,492 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
13,445 | $1,828,385 | |
| 3 | LUV |
Southwest Airlines Co
|
13,473 | $692,781 | |
| 4 | AAL |
American Airlines Group Inc.
|
26,619 | $481,005 | |
| 5 | RYAAY |
Ryanair Holdings PLC
|
6,672 | $432,012 | |
| 6 | ALK |
Alaska Air Group, Inc.
|
7,933 | $414,102 |
All Filings in UAL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,828,385 | 13,445 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,140,102 | 12,383 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,333,677 | 11,927 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,084,949 | 11,243 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $869,479 | 10,919 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $650,312 | 9,418 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $945,948 | 9,742 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $637,360 | 11,170 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $567,278 | 11,658 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $561,584 | 11,729 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $465,495 | 11,282 | Shares | Defined | 2024-02-14 | |
| 2023-06-30 | $265,625 | 4,841 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $322,405 | 7,286 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $234,946 | 6,232 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $225,660 | 6,937 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $293,773 | 8,294 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $505,602 | 10,906 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $521,901 | 11,921 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $588,012 | 12,361 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $739,537 | 14,143 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $808,379 | 14,049 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $671,542 | 15,527 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $474,337 | 13,650 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $493,019 | 14,245 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $326,037 | 10,334 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||