Position in UAL
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$687,118
-$196,930 QoQ
Shares Held
7,463
-5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026IFP Advisors, Inc holds $1,719,005 across 14 Airlines names. UAL ranks #1 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
7,463 | $687,118 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
8,597 | $571,528 | |
| 3 | LUV |
Southwest Airlines Co
|
8,416 | $316,189 | |
| 4 | AAL |
American Airlines Group Inc.
|
7,027 | $75,469 | |
| 5 | RYAAY |
Ryanair Holdings PLC
|
449 | $25,952 | |
| 6 | ALK |
Alaska Air Group, Inc.
|
684 | $25,157 | |
| 7 | JBLU |
Jetblue Airways Corp
|
2,889 | $12,769 | |
| 8 | CPA |
Copa Holdings, S.A.
|
21 | $2,385 |
All Filings in UAL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $687,118 | 7,463 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $884,048 | 7,906 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $755,981 | 7,834 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $202,817 | 2,547 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $284,002 | 4,113 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $421,802 | 4,344 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $294,943 | 5,169 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $246,511 | 5,066 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $243,134 | 5,078 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $169,000 | 4,096 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $180,071 | 4,257 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $241,921 | 4,409 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $269,571 | 6,092 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $329,912 | 8,751 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $319,737 | 9,829 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $299,440 | 8,454 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $391,927 | 8,454 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $414,027 | 9,457 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $475,842 | 10,003 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $367,546 | 7,029 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $389,258 | 6,765 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $317,757 | 7,347 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $163,290 | 4,699 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $89,120 | 2,575 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $37,796 | 1,198 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||