Position in UAL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,240,503
+$709,408 QoQ
Shares Held
23,829
-13.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#289
of 1,063 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026SVB WEALTH LLC holds $3,756,286 across 2 Airlines names. UAL ranks #1 (86.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
23,829 | $3,240,503 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
5,507 | $515,783 |
All Filings in UAL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,240,503 | 23,829 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,531,095 | 27,491 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,451,316 | 21,922 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,777,528 | 18,420 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,402,521 | 17,613 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||