Position in UAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,524,518
+$902,982 QoQ
Shares Held
18,564
+5.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#320
of 1,063 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026NewEdge Advisors, LLC holds $27,252,093 across 11 Airlines names. UAL ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
132,293 | $12,390,562 | |
| 2 | LUV |
Southwest Airlines Co
|
140,652 | $7,232,325 | |
| 3 | CPA |
Copa Holdings, S.A.
|
17,112 | $2,662,113 | |
| 4 | UAL |
United Airlines Holdings, Inc.
This page
|
18,564 | $2,524,518 | |
| 5 | RYAAY |
Ryanair Holdings PLC
|
16,307 | $1,055,878 | |
| 6 | LTM |
Latam Airlines Group S.A.
|
11,388 | $663,578 | |
| 7 | AAL |
American Airlines Group Inc.
|
15,661 | $282,994 | |
| 8 | JBLU |
Jetblue Airways Corp
|
33,456 | $191,702 |
All Filings in UAL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,524,518 | 18,564 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,621,536 | 17,612 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $2,615,357 | 23,389 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,663,274 | 17,236 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,309,276 | 16,442 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,083,739 | 15,695 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,519,615 | 15,650 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $865,600 | 15,170 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $774,667 | 15,920 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $606,783 | 12,673 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $550,614 | 13,345 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,134,316 | 26,816 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $712,596 | 12,987 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $579,232 | 13,090 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $113,182 | 16,185 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $433,950 | 13,340 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $472,042 | 13,327 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $640,880 | 13,824 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $608,235 | 13,893 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $709,030 | 14,905 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $893,688 | 17,091 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $855,274 | 14,864 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $525,228 | 12,144 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $348,368 | 10,025 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $256,563 | 7,413 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||