Position in UAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,017,431
+$3,857,028 QoQ
Shares Held
73,663
+10.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#179
of 1,068 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 20%
Shared 1%
None 79%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $30,767,412 across 7 Airlines names. UAL ranks #2 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
170,783 | $15,995,535 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
73,663 | $10,017,431 | |
| 3 | RYAAY |
Ryanair Holdings PLC
|
26,807 | $1,735,753 | |
| 4 | CPA |
Copa Holdings, S.A.
|
11,067 | $1,721,693 | |
| 5 | LUV |
Southwest Airlines Co
|
17,971 | $924,068 | |
| 6 | JBLU |
Jetblue Airways Corp
|
47,168 | $270,272 | |
| 7 | SRFM |
Surf Air Mobility Inc.
|
88,500 | $102,660 |
All Filings in UAL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,017,431 | 73,663 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,160,403 | 66,910 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,380,001 | 57,056 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,413,301 | 35,371 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,132,650 | 26,782 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $852,698 | 12,349 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $622,411 | 6,410 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||