Whalen Wealth Management Inc.
Position in UAL — United Airlines Holdings, Inc.
CIK 1894447
LAS VEGAS, NV
Position in UAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$974,912
+$273,431 QoQ
Shares Held
7,169
-5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#460
of 1,063 holders
Holding Since
Dec 2025
3 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, 2026Whalen Wealth Management Inc. holds $1,188,510 across 2 Airlines names. UAL ranks #1 (82.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
7,169 | $974,912 | |
| 2 | LUV |
Southwest Airlines Co
|
4,154 | $213,598 |
All Filings in UAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $974,912 | 7,169 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $701,481 | 7,619 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $325,508 | 2,911 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||