Avion Wealth

Position in UAL — United Airlines Holdings, Inc.

CIK 1792704 THE WOODLANDS, TX

Position in UAL

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$696,676

+$104,390 QoQ

Shares Held

5,123

-20.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#538

of 1,063 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Avion Wealth holds $830,567 across 8 Airlines names. UAL ranks #1 (83.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UAL	United Airlines Holdings, Inc. This page	5,123	$696,676
2	LUV	Southwest Airlines Co	1,792	$92,144
3	DAL	Delta Air Lines, Inc.	311	$29,128
4	AAL	American Airlines Group Inc.	292	$5,276
5	ULCC	Frontier Group Holdings, Inc.	404	$3,195
6	RYAAY	Ryanair Holdings PLC	32	$2,072
7	ALGT	Allegiant Travel CO	11	$1,293
8	ALK	Alaska Air Group, Inc.	15	$783

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$696,676	5,123	-20.4%	Shares	Sole	2026-07-31
2026-03-31	$592,286	6,433	+3.0%	Shares	Sole	2026-05-01
2025-12-31	$698,092	6,243	-10.3%	Shares	Sole	2026-01-23
2025-09-30	$671,736	6,961	+0.4%	Shares	Sole	2025-10-24
2025-06-30	$552,234	6,935	-13.4%	Shares	Sole	2025-07-31
2025-03-31	$777	8,004	0.0%	Shares	Sole	2025-05-09
2024-12-31	$777,188	8,004	-6.6%	Shares	Sole	2025-01-29
2024-09-30	$489,061	8,571	-7.4%	Shares	Sole	2024-10-18
2024-06-30	$450,494	9,258	-18.7%	Shares	Sole	2024-07-26
2024-03-31	$545,401	11,391	-0.5%	Shares	Sole	2024-05-03
2023-12-31	$472,468	11,451	-6.7%	Shares	Sole	2024-01-26
2023-09-30	$519,232	12,275	+0.0%	Shares	Sole	2023-10-20
2023-06-30	$673,473	12,274	+8.6%	Shares	Sole	2023-07-14
2023-03-31	$426	11,302	0.0%	Shares	Sole	2023-05-05
2022-12-31	$367	11,302	0.0%	Shares	Sole	2023-01-30
2022-09-30	$367,654	11,302	+11.3%	Shares	Sole	2022-10-31
2022-06-30	$359,760	10,157	+24.2%	Shares	Sole	2022-08-11
2022-03-31	$379,132	8,178	+3.2%	Shares	Sole	2022-05-04
2021-12-31	$347,044	7,927	-3.7%	Shares	Sole	2022-01-26
2021-09-30	$391,596	8,232	-6.8%	Shares	Sole	2021-11-01
2021-06-30	$461,720	8,830	-9.8%	Shares	Sole	2021-07-27
2021-03-31	$563,143	9,787	+20.3%	Shares	Sole	2021-05-06
2020-12-31	$351,838	8,135	+14.2%	Shares	Sole	2021-01-26
2020-09-30	$247,628	7,126	-7.0%	Shares	Sole	2020-10-30
2020-06-30	$265,181	7,662	+53.2%	Shares	Sole	2020-07-29
2020-03-31	$157,750	5,000	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.