WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1632972
PLYMOUTH, MN
Position in UAL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,868,794
+$3,725,792 QoQ
Shares Held
72,570
+8.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#179
of 1,063 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Derivatives in UAL
reported options exposure · as of Jun 30, 2026CallValue
$13,599
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Airlines
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $41,370,902 across 11 Airlines names. UAL ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
265,159 | $24,834,791 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
72,570 | $9,868,794 | |
| 3 | LUV |
Southwest Airlines Co
|
44,577 | $2,292,149 | |
| 4 | AAL |
American Airlines Group Inc.
|
59,471 | $1,074,640 | |
| 5 | CPA |
Copa Holdings, S.A.
|
5,102 | $793,718 | |
| 6 | JBLU |
Jetblue Airways Corp
|
112,613 | $645,272 | |
| 7 | ALK |
Alaska Air Group, Inc.
|
11,680 | $609,696 | |
| 8 | ALGT |
Allegiant Travel CO
|
3,117 | $366,559 |
All Filings in UAL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,868,794 | 72,570 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $13,599 | 100 | Call | Sole | 2026-07-15 | |
| 2026-03-31 | $6,143,002 | 66,721 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,416,119 | 57,379 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,092,758 | 42,412 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $12,270,744 | 154,097 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,639,454 | 23,743 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,266,314 | 23,340 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,211,497 | 21,232 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $987,262 | 20,289 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $929,638 | 19,416 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $789,262 | 19,129 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $954,880 | 22,574 | Shares | Sole | 2023-11-13 | |
| 2021-03-31 | $2,694,598 | 46,830 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,982,190 | 45,831 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||