Position in UAL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,534,898
-$90,070 QoQ
Shares Held
16,671
+14.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 27.10695219242997.ToString("F0")%
Shared 0.ToString("F0")%
None 72.89304780757003.ToString("F0")%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026Allworth Financial LP holds $9,900,200 across 16 Airlines names. UAL ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
94,042 | $6,251,912 | |
| 2 | UAL |
United Airlines Holdings, Inc.
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|
16,671 | $1,534,898 | |
| 3 | LUV |
Southwest Airlines Co
|
30,144 | $1,132,510 | |
| 4 | AAL |
American Airlines Group Inc.
|
64,222 | $689,744 | |
| 5 | ALK |
Alaska Air Group, Inc.
|
4,246 | $156,167 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
635 | $36,703 | |
| 7 | JBLU |
Jetblue Airways Corp
|
7,153 | $31,616 | |
| 8 | SKYW |
Skywest Inc
|
235 | $21,580 |
All Filings in UAL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,534,898 | 16,671 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,624,968 | 14,532 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,258,456 | 13,041 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $863,109 | 10,839 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $484,454 | 7,016 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $658,338 | 6,780 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $391,659 | 6,864 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $321,156 | 6,600 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $315,864 | 6,597 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $252,263 | 6,114 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $240,475 | 5,685 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $317,093 | 5,779 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $269,217 | 6,084 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $103,901 | 2,756 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $89,847 | 2,762 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $125,741 | 3,550 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $167,220 | 3,607 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $117,724 | 2,689 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $116,451 | 2,448 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $127,430 | 2,437 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $143,389 | 2,492 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $44,980 | 1,040 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $26,514 | 763 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $24,503 | 708 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $51,962 | 1,647 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||