CX Institutional

Position in UAL — United Airlines Holdings, Inc.

CIK 1737089 AUBURN, IN

Position in UAL

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$676,006

+$330,836 QoQ

Shares Held

4,971

+32.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#542

of 1,063 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CX Institutional holds $2,291,947 across 5 Airlines names. UAL ranks #2 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	8,020	$751,153
2	UAL	United Airlines Holdings, Inc. This page	4,971	$676,006
3	LUV	Southwest Airlines Co	11,414	$586,907
4	AAL	American Airlines Group Inc.	15,199	$274,645
5	ALK	Alaska Air Group, Inc.	62	$3,236

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$676,006	4,971	+32.6%	Shares	Sole	2026-07-02
2026-03-31	$345,170	3,749	-8.8%	Shares	Sole	2026-04-06
2025-12-31	$459,803	4,112	+7.8%	Shares	Sole	2026-02-02
2025-09-30	$368,147	3,815	+4.9%	Shares	Sole	2025-10-23
2025-06-30	$289,693	3,638	+8.8%	Shares	Sole	2025-07-16
2025-03-31	$230,972	3,345	+4.4%	Shares	Sole	2025-04-15
2024-12-31	$311,205	3,205	+930.5%	Shares	Sole	2025-01-21
2022-06-30	$11,015	311	-75.4%	Shares	Sole	2022-08-02
2021-09-30	$60,223	1,266	+16.6%	Shares	Sole	2021-11-10
2021-06-30	$56,786	1,086	+10.6%	Shares	Sole	2021-08-04
2021-03-31	$56,504	982	+205.0%	Shares	Sole	2021-04-15
2020-12-31	$13,926	322	-50.9%	Shares	Sole	2021-01-12
2020-09-30	$22,796	656	+569.4%	Shares	Sole	2020-10-13
2020-06-30	$3,391	98	+172.2%	Shares	Sole	2020-08-06
2020-03-31	$1,135	36	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.