Position in UAL
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$161,859
+$10,679 QoQ
Shares Held
1,758
+30.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026True Wealth Design, LLC holds $334,559 across 13 Airlines names. UAL ranks #1 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
1,758 | $161,859 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
2,143 | $142,466 | |
| 3 | CPA |
Copa Holdings, S.A.
|
71 | $8,066 | |
| 4 | SKYW |
Skywest Inc
|
62 | $5,693 | |
| 5 | LUV |
Southwest Airlines Co
|
143 | $5,372 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
90 | $5,202 | |
| 7 | ALK |
Alaska Air Group, Inc.
|
53 | $1,949 | |
| 8 | SNCY |
Sun Country Airlines Holdings, LLC
|
109 | $1,800 |
All Filings in UAL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||