Root Financial Partners, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1977181
ENCINITAS, CA
Position in UAL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$438,431
+$157,986 QoQ
Shares Held
3,224
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#606
of 1,068 holders
Holding Since
Sep 2025
4 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, 2026Root Financial Partners, LLC holds $888,186 across 2 Airlines names. UAL ranks #2 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
4,802 | $449,755 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
3,224 | $438,431 |
All Filings in UAL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,431 | 3,224 | Shares | Sole | 2026-07-29 | |
| 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. | ||||||