Robertson Stephens Wealth Management, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1767307
San Francisco, CA
Position in UAL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$284,083
-$4,300 QoQ
Shares Held
2,089
-19.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#709
of 1,063 holders
Holding Since
Jun 2025
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, 2026Robertson Stephens Wealth Management, LLC holds $519,400 across 2 Airlines names. UAL ranks #1 (54.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
2,089 | $284,083 | |
| 2 | ALGT |
Allegiant Travel CO
|
2,001 | $235,317 |
All Filings in UAL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,083 | 2,089 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $288,383 | 2,579 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $277,823 | 2,879 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $229,334 | 2,880 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||