Root Financial Partners, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1977181
ENCINITAS, CA
Position in UAL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$280,445
+$74,697 QoQ
Shares Held
3,046
+65.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026Root Financial Partners, LLC holds $716,004 across 14 Airlines names. UAL ranks #1 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
3,046 | $280,445 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
3,569 | $237,267 | |
| 3 | LUV |
Southwest Airlines Co
|
2,127 | $79,911 | |
| 4 | AAL |
American Airlines Group Inc.
|
3,816 | $40,983 | |
| 5 | CPA |
Copa Holdings, S.A.
|
174 | $19,768 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
317 | $18,322 | |
| 7 | SKYW |
Skywest Inc
|
154 | $14,141 | |
| 8 | ALK |
Alaska Air Group, Inc.
|
379 | $13,939 |
All Filings in UAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $280,445 | 3,046 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $205,748 | 1,840 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $168,585 | 1,747 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||