Sequoia Financial Advisors, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1599900
Akron, OH
Position in UAL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,211,131
+$1,488,502 QoQ
Shares Held
23,613
+26.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#290
of 1,063 holders
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $11,556,441 across 7 Airlines names. UAL ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
56,887 | $5,328,036 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
23,613 | $3,211,131 | |
| 3 | LUV |
Southwest Airlines Co
|
31,570 | $1,623,329 | |
| 4 | ALK |
Alaska Air Group, Inc.
|
9,951 | $519,442 | |
| 5 | AAL |
American Airlines Group Inc.
|
21,820 | $394,287 | |
| 6 | SKYW |
Skywest Inc
|
3,670 | $364,541 | |
| 7 | ULCC |
Frontier Group Holdings, Inc.
|
14,624 | $115,675 |
All Filings in UAL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,211,131 | 23,613 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,722,629 | 18,710 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,817,634 | 16,255 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $750,191 | 7,774 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $472,922 | 5,939 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $210,947 | 3,055 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $284,697 | 2,932 | Shares | Sole | 2025-08-08 | |
| 2022-03-31 | $251,224 | 5,419 | Shares | Sole | 2022-05-13 | |
| 2021-03-31 | $211,286 | 3,672 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||