Venturi Wealth Management, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1666363
AUSTIN, TX
Position in UAL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$541,919
+$136,908 QoQ
Shares Held
3,985
+10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#579
of 1,063 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 8%
Shared 92%
None 0%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Venturi Wealth Management, LLC holds $1,717,499 across 3 Airlines names. UAL ranks #2 (31.6% of the industry book) .
All Filings in UAL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,919 | 3,985 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $405,011 | 3,622 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $329,258 | 3,412 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $238,730 | 2,998 | Shares | Other | 2025-07-23 | |
| 2024-12-31 | $149,922 | 1,544 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $70,182 | 1,230 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $41,701 | 857 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $31,887 | 666 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $26,983 | 654 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $16,074 | 380 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $21,289 | 388 | Shares | Other | 2023-07-24 | |
| 2023-03-31 | $16,815 | 380 | Shares | Other | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||