AFFINITY INVESTMENT ADVISORS, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1520601
NEWPORT BEACH, CA
Position in UAL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$398,722
+$45,174 QoQ
Shares Held
2,932
-23.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#627
of 1,063 holders
Holding Since
Dec 2022
9 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, 2026AFFINITY INVESTMENT ADVISORS, LLC holds $3,144,083 across 2 Airlines names. UAL ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
29,312 | $2,745,361 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
2,932 | $398,722 |
All Filings in UAL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,722 | 2,932 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $353,548 | 3,840 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $366,769 | 3,280 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $408,002 | 4,228 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $311,194 | 3,908 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $211,578 | 3,708 | Shares | Sole | 2024-10-28 | |
| 2023-06-30 | $261,729 | 4,770 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $235,410 | 5,320 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $200,564 | 5,320 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||