Cherry Tree Wealth Management, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1985414
MINNETONKA, MN
Position in UAL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$368
-$79 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $10,324 across 2 Airlines names. UAL ranks #2 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
|
265 | $9,956 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
4 | $368 |
All Filings in UAL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $368 | 4 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $447 | 4 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $386 | 4 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $318 | 4 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $276 | 4 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $388 | 4 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $228 | 4 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $194 | 4 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $191 | 4 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $165 | 4 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $169 | 4 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $219 | 4 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||