PERSONAL CFO SOLUTIONS, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1677501
CHESTER, NJ
Position in UAL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$231,998
-$31,048 QoQ
Shares Held
1,706
-64.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#757
of 1,063 holders
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $717,865 across 2 Airlines names. UAL ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
|
9,449 | $485,867 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
1,706 | $231,998 |
All Filings in UAL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,998 | 1,706 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $263,046 | 4,794 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $210,143 | 4,749 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $200,073 | 5,307 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||