Foundations Investment Advisors, LLC
EndowmentPosition in UAL — United Airlines Holdings, Inc.
CIK 1743404
PHOENIX, AZ
Position in UAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$303,801
+$93,882 QoQ
Shares Held
2,234
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#700
of 1,063 holders
Holding Since
Mar 2023
4 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, 2026Foundations Investment Advisors, LLC holds $1,293,880 across 2 Airlines names. UAL ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
10,571 | $990,079 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
2,234 | $303,801 |
All Filings in UAL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,801 | 2,234 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $209,919 | 2,280 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $243,096 | 2,174 | Shares | Sole | 2026-02-10 | |
| 2023-03-31 | $309,838 | 7,002 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||