Turtle Creek Wealth Advisors, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 2007171
DALLAS, TX
Position in UAL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$249,133
-$133,907 QoQ
Shares Held
1,832
-77.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#737
of 1,063 holders
Holding Since
Dec 2023
3 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, 2026Turtle Creek Wealth Advisors, LLC holds $677,627 across 2 Airlines names. UAL ranks #2 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
4,575 | $428,494 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
1,832 | $249,133 |
All Filings in UAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,133 | 1,832 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $383,040 | 8,000 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $330,080 | 8,000 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||