Bell Investment Advisors, Inc
Position in UAL — United Airlines Holdings, Inc.
CIK 1890149
ORINDA, CA
Position in UAL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$49,092
+$15,855 QoQ
Shares Held
361
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#865
of 1,063 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $168,300 across 9 Airlines names. UAL ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPA |
Copa Holdings, S.A.
|
409 | $63,628 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
361 | $49,092 | |
| 3 | DAL |
Delta Air Lines, Inc.
|
370 | $34,654 | |
| 4 | ALK |
Alaska Air Group, Inc.
|
138 | $7,203 | |
| 5 | RYAAY |
Ryanair Holdings PLC
|
67 | $4,338 | |
| 6 | LUV |
Southwest Airlines Co
|
62 | $3,188 | |
| 7 | LTM |
Latam Airlines Group S.A.
|
53 | $3,088 | |
| 8 | AAL |
American Airlines Group Inc.
|
94 | $1,698 |
All Filings in UAL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,092 | 361 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $33,237 | 361 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $47,635 | 426 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $35,319 | 366 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $31,055 | 390 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $24,788 | 359 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $34,858 | 359 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $12,781 | 224 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,824 | 243 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $11,060 | 231 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,870 | 215 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,302 | 149 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,035 | 110 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,876 | 65 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,035 | 54 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,040 | 32 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,550 | 72 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $1,269 | 29 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,044 | 64 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||