Position in UAL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$498,131
-$1,127,548 QoQ
Shares Held
3,663
-79.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#591
of 1,063 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Clearstead Advisors, LLC holds $11,228,207 across 11 Airlines names. UAL ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
89,546 | $8,386,878 | |
| 2 | ALK |
Alaska Air Group, Inc.
|
41,285 | $2,155,077 | |
| 3 | UAL |
United Airlines Holdings, Inc.
This page
|
3,663 | $498,131 | |
| 4 | LUV |
Southwest Airlines Co
|
3,217 | $165,418 | |
| 5 | RYAAY |
Ryanair Holdings PLC
|
163 | $10,554 | |
| 6 | AAL |
American Airlines Group Inc.
|
365 | $6,595 | |
| 7 | FLYX |
Flyexclusive Inc.
|
1,018 | $2,036 | |
| 8 | JBLU |
Jetblue Airways Corp
|
231 | $1,323 |
All Filings in UAL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,131 | 3,663 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,625,679 | 17,657 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $559,882 | 5,007 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $251,768 | 2,609 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $188,484 | 2,367 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $148,595 | 2,152 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $208,182 | 2,144 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $119,711 | 2,098 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $102,088 | 2,098 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $91,785 | 1,917 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $79,920 | 1,937 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $84,177 | 1,990 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $109,191 | 1,990 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $85,181 | 1,925 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $91,686 | 2,432 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $46,550 | 1,431 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $50,686 | 1,431 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $113,118 | 2,440 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $62,649 | 1,431 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $93,998 | 1,976 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $136,267 | 2,606 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $149,949 | 2,606 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $112,709 | 2,606 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $90,558 | 2,606 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $49,319 | 1,425 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $35,493 | 1,125 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||