Position in UAL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,318,423
+$755,415 QoQ
Shares Held
9,695
+58.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#413
of 1,063 holders
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Phoenix Financial Ltd. holds $4,045,145 across 2 Airlines names. UAL ranks #2 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
29,113 | $2,726,722 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
9,695 | $1,318,423 |
All Filings in UAL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,318,423 | 9,695 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $563,008 | 6,115 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,592,323 | 23,183 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $974,457 | 10,098 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,024,599 | 12,867 | Shares | Sole | 2025-07-30 | |
| 2023-12-31 | $1,718,850 | 41,659 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,596,571 | 37,744 | Shares | Sole | 2023-12-04 | |
| 2023-06-30 | $755,998 | 13,778 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||