Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in UAL — United Airlines Holdings, Inc.
CIK 1510434
Seattle, WA
Position in UAL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,262,555
+$4,151,714 QoQ
Shares Held
82,819
+7.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#167
of 1,063 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $17,405,347 across 7 Airlines names. UAL ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
82,819 | $11,262,555 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
47,962 | $4,492,120 | |
| 3 | RYAAY |
Ryanair Holdings PLC
|
7,397 | $478,955 | |
| 4 | SKYW |
Skywest Inc
|
4,097 | $406,954 | |
| 5 | CPA |
Copa Holdings, S.A.
|
2,270 | $353,142 | |
| 6 | ALK |
Alaska Air Group, Inc.
|
5,834 | $304,534 | |
| 7 | JBLU |
Jetblue Airways Corp
|
18,689 | $107,087 |
All Filings in UAL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,262,555 | 82,819 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,110,841 | 77,233 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,138,818 | 72,785 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $6,560,841 | 67,988 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $5,749,524 | 72,203 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $3,169,394 | 45,900 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||