EVOLVE PRIVATE WEALTH, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 2111131
LOS ANGELES, CA
Position in UAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,015,583
+$1,430,101 QoQ
Shares Held
36,882
-5.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#244
of 1,063 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $14,363,511 across 6 Airlines names. UAL ranks #2 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
71,138 | $6,662,785 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
36,882 | $5,015,583 | |
| 3 | RYAAY |
Ryanair Holdings PLC
|
22,927 | $1,484,523 | |
| 4 | AAL |
American Airlines Group Inc.
|
26,504 | $478,927 | |
| 5 | LUV |
Southwest Airlines Co
|
8,262 | $424,832 | |
| 6 | ALK |
Alaska Air Group, Inc.
|
5,687 | $296,861 |
All Filings in UAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,015,583 | 36,882 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,585,482 | 38,943 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,307,865 | 38,525 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||