Quantum Financial Advisors, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1929139
SANTA MONICA, CA
Position in UAL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$254,301
+$27,531 QoQ
Shares Held
1,870
-7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#733
of 1,063 holders
Holding Since
Dec 2024
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, 2026Quantum Financial Advisors, LLC holds $525,540 across 2 Airlines names. UAL ranks #2 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
2,896 | $271,239 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
1,870 | $254,301 |
All Filings in UAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,301 | 1,870 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $226,770 | 2,028 | Shares | Sole | 2026-01-12 | |
| 2024-12-31 | $215,076 | 2,215 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||