Steward Partners Investment Advisory, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1723397
STAMFORD, CT
Position in UAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,468,284
+$776,471 QoQ
Shares Held
10,797
+43.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#398
of 1,068 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $7,762,382 across 11 Airlines names. UAL ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
47,493 | $4,448,194 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
10,797 | $1,468,284 | |
| 3 | CPA |
Copa Holdings, S.A.
|
5,587 | $869,169 | |
| 4 | LUV |
Southwest Airlines Co
|
13,752 | $707,127 | |
| 5 | ALGT |
Allegiant Travel CO
|
700 | $82,320 | |
| 6 | AAL |
American Airlines Group Inc.
|
4,092 | $73,942 | |
| 7 | RYAAY |
Ryanair Holdings PLC
|
752 | $48,692 | |
| 8 | ALK |
Alaska Air Group, Inc.
|
498 | $25,995 |
All Filings in UAL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,468,284 | 10,797 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $691,813 | 7,514 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $605,058 | 5,411 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $769,008 | 7,969 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $698,275 | 8,769 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $671,027 | 9,718 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $736,794 | 7,588 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $194,802 | 3,414 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $168,606 | 3,465 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $203,298 | 4,246 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $155,839 | 3,777 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $168,396 | 3,981 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $218,602 | 3,984 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $196,425 | 4,439 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $174,060 | 4,617 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $248,301 | 7,633 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $244,645 | 6,907 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $308,989 | 6,665 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $289,604 | 6,615 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $377,039 | 7,926 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $218,572 | 4,180 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $252,025 | 4,380 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $141,427 | 3,270 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $115,370 | 3,320 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $115,770 | 3,345 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $80,704 | 2,558 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||