Position in UAL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$536,072
+$141,000 QoQ
Shares Held
3,942
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#581
of 1,063 holders
Holding Since
Mar 2021
15 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, 2026ACT WEALTH MANAGEMENT, LLC holds $536,072 across 1 Airlines name. UAL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
3,942 | $536,072 |
All Filings in UAL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,072 | 3,942 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $395,072 | 4,291 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $479,819 | 4,291 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $258,041 | 2,674 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $296,382 | 3,722 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $219,233 | 3,175 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $405,392 | 4,175 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $238,225 | 4,175 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $203,155 | 4,175 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $245,863 | 5,135 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $211,787 | 5,133 | Shares | Sole | 2024-01-18 | |
| 2023-06-30 | $207,628 | 3,784 | Shares | Sole | 2023-07-14 | |
| 2021-09-30 | $200,317 | 4,211 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $220,193 | 4,211 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $216,407 | 3,761 | Shares | Sole | 2021-04-08 | |
| No filing history on record for this holder in this stock. | ||||||