Position in UAL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$365,541
+$119,162 QoQ
Shares Held
2,688
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#649
of 1,068 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $583,394 across 2 Airlines names. UAL ranks #1 (62.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
2,688 | $365,541 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
2,326 | $217,853 |
All Filings in UAL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,541 | 2,688 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $246,379 | 2,676 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $299,118 | 2,675 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $258,234 | 2,676 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $213,089 | 2,676 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $174,144 | 2,522 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $174,003 | 1,792 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $151,037 | 2,647 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $128,803 | 2,647 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $126,929 | 2,651 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $109,380 | 2,651 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $102,371 | 3,147 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||