Position in UAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$811,588
+$172,346 QoQ
Shares Held
5,968
-14.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#502
of 1,063 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $5,676,720 across 6 Airlines names. UAL ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
41,411 | $3,878,553 | |
| 2 | UAL |
United Airlines Holdings, Inc.
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|
5,968 | $811,588 | |
| 3 | ALK |
Alaska Air Group, Inc.
|
8,145 | $425,169 | |
| 4 | LUV |
Southwest Airlines Co
|
5,628 | $289,391 | |
| 5 | AAL |
American Airlines Group Inc.
|
11,446 | $206,829 | |
| 6 | JBLU |
Jetblue Airways Corp
|
11,377 | $65,190 |
All Filings in UAL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $811,588 | 5,968 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $639,242 | 6,943 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $473,222 | 4,232 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $242,794 | 2,516 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||