Physician Wealth Advisors, Inc.
Position in UAL — United Airlines Holdings, Inc.
CIK 1795173
MIDVALE, UT
Position in UAL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$35,629
+$14,453 QoQ
Shares Held
262
+13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#890
of 1,069 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $632,536 across 10 Airlines names. UAL ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
4,042 | $378,573 | |
| 2 | SKYW |
Skywest Inc
|
1,888 | $187,535 | |
| 3 | UAL |
United Airlines Holdings, Inc.
This page
|
262 | $35,629 | |
| 4 | LUV |
Southwest Airlines Co
|
301 | $15,477 | |
| 5 | RYAAY |
Ryanair Holdings PLC
|
87 | $5,633 | |
| 6 | ALGT |
Allegiant Travel CO
|
36 | $4,233 | |
| 7 | AAL |
American Airlines Group Inc.
|
216 | $3,903 | |
| 8 | VLRS |
Controladora Vuela Compania de Aviacion, S.A.B. de C.V.
|
79 | $740 |
All Filings in UAL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,629 | 262 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $21,176 | 230 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $17,667 | 158 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $15,343 | 159 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,450 | 81 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,281 | 62 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,398 | 35 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||