Aprio Wealth Management, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1803519
ATLANTA, GA
Position in UAL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$711,227
+$353,351 QoQ
Shares Held
5,230
+34.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#534
of 1,063 holders
Holding Since
Sep 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, 2026Aprio Wealth Management, LLC holds $1,695,593 across 2 Airlines names. UAL ranks #2 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
10,510 | $984,366 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
5,230 | $711,227 |
All Filings in UAL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,227 | 5,230 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $357,876 | 3,887 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $279,102 | 2,496 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $239,706 | 2,484 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||