Position in UAL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$312,641
+$150,782 QoQ
Shares Held
2,299
+30.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#697
of 1,068 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $586,658 across 12 Airlines names. UAL ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
2,299 | $312,641 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
2,283 | $213,825 | |
| 3 | JBLU |
Jetblue Airways Corp
|
3,202 | $18,347 | |
| 4 | CPA |
Copa Holdings, S.A.
|
105 | $16,334 | |
| 5 | LUV |
Southwest Airlines Co
|
220 | $11,312 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
91 | $5,892 | |
| 7 | ULCC |
Frontier Group Holdings, Inc.
|
394 | $3,116 | |
| 8 | ALGT |
Allegiant Travel CO
|
24 | $2,822 |
All Filings in UAL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,641 | 2,299 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $161,859 | 1,758 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $151,180 | 1,352 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $119,563 | 1,239 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $82,496 | 1,036 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,626 | 67 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,146 | 53 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,510 | 44 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,313 | 27 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $813 | 17 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $412 | 10 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $296 | 7 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $384 | 7 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $309 | 7 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $263 | 7 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||