SAX WEALTH ADVISORS, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1846150
PARSIPPANY, NJ
Position in UAL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$372,748
+$120,661 QoQ
Shares Held
2,741
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#643
of 1,063 holders
Holding Since
Mar 2021
5 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, 2026SAX WEALTH ADVISORS, LLC holds $372,748 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
|
2,741 | $372,748 |
All Filings in UAL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,748 | 2,741 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $252,087 | 2,738 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $272,617 | 2,438 | Shares | Sole | 2026-01-12 | |
| 2021-06-30 | $228,664 | 4,373 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $229,757 | 3,993 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||