Steward Partners Investment Advisory, LLC

Position in UAL — United Airlines Holdings, Inc.

CIK 1723397 STAMFORD, CT

Position in UAL

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$691,813

+$86,755 QoQ

Shares Held

7,514

+38.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $6,328,216 across 11 Airlines names. UAL ranks #2 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	64,323	$4,276,193
2	UAL	United Airlines Holdings, Inc. This page	7,514	$691,813
3	CPA	Copa Holdings, S.A.	4,993	$567,254
4	LUV	Southwest Airlines Co	14,008	$526,280
5	AAL	American Airlines Group Inc.	9,269	$99,549
6	ALGT	Allegiant Travel CO	725	$58,754
7	RYAAY	Ryanair Holdings PLC	782	$45,199
8	ALK	Alaska Air Group, Inc.	539	$19,824

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$691,813	7,514	+38.9%	Shares	Sole	2026-05-08
2025-12-31	$605,058	5,411	-32.1%	Shares	Sole	2026-02-12
2025-09-30	$769,008	7,969	-9.1%	Shares	Sole	2025-11-12
2025-06-30	$698,275	8,769	-9.8%	Shares	Sole	2025-08-12
2025-03-31	$671,027	9,718	+28.1%	Shares	Sole	2025-05-13
2024-12-31	$736,794	7,588	+122.3%	Shares	Sole	2025-02-06
2024-09-30	$194,802	3,414	-1.5%	Shares	Sole	2024-11-14
2024-06-30	$168,606	3,465	-18.4%	Shares	Sole	2024-08-08
2024-03-31	$203,298	4,246	+12.4%	Shares	Sole	2024-05-15
2023-12-31	$155,839	3,777	-5.1%	Shares	Sole	2024-02-12
2023-09-30	$168,396	3,981	-0.1%	Shares	Sole	2023-11-13
2023-06-30	$218,602	3,984	-10.3%	Shares	Sole	2023-08-14
2023-03-31	$196,425	4,439	-3.9%	Shares	Sole	2023-05-15
2022-12-31	$174,060	4,617	-39.5%	Shares	Sole	2023-02-15
2022-09-30	$248,301	7,633	+10.5%	Shares	Sole	2022-11-10
2022-06-30	$244,645	6,907	+3.6%	Shares	Sole	2022-08-04
2022-03-31	$308,989	6,665	+0.8%	Shares	Sole	2022-05-02
2021-12-31	$289,604	6,615	-16.5%	Shares	Sole	2022-02-08
2021-09-30	$377,039	7,926	+89.6%	Shares	Sole	2021-11-12
2021-06-30	$218,572	4,180	-4.6%	Shares	Sole	2021-08-13
2021-03-31	$252,025	4,380	+33.9%	Shares	Sole	2021-05-17
2020-12-31	$141,427	3,270	-1.5%	Shares	Sole	2021-02-11
2020-09-30	$115,370	3,320	-0.7%	Shares	Sole	2020-10-30
2020-06-30	$115,770	3,345	+30.8%	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.