Beacon Pointe Advisors, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1744317
NEWPORT BEACH, CA
Position in UAL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$766,482
-$356,526 QoQ
Shares Held
8,325
-17.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026Beacon Pointe Advisors, LLC holds $7,395,018 across 5 Airlines names. UAL ranks #3 (10.4% of the industry book) .
All Filings in UAL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $766,482 | 8,325 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,123,008 | 10,043 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,127,216 | 11,681 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,882,373 | 23,639 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,839,699 | 26,643 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,724,237 | 28,056 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $1,465,941 | 30,617 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,234,086 | 29,910 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $935,379 | 22,113 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,198,690 | 21,846 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $814,731 | 18,412 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $658,392 | 17,464 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $837,907 | 25,758 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $985,384 | 27,820 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,250,638 | 48,547 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,057,353 | 46,993 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||