United Airlines Holdings, Inc.
AT ˙ WBAG ˙ US9100471096
90,60 € ↓ -1,60 (-1,74%)
2026-06-04
DEL PRIS
SecurityAT:UAL / United Airlines Holdings, Inc.
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership21,480 shares
Latest Disclosed Value $ 1,977,645
Integrated Wealth Concepts LLC reports 125.46% increase in ownership of UAL / United Airlines Holdings, Inc.

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 21,480 shares of United Airlines Holdings, Inc. (AT:UAL) valued at $1,634,628 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,527 shares of United Airlines Holdings, Inc.. This represents a change in shares of 125.46% during the quarter. The current value of the position is $1,946,088 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UNITED AIRLINES Common Stock 910047109 21,480 11,953 125.46 1,978 85.63 0.0158
2026-02-13 2025-12-31 13F UNITED AIRLINES Common Stock 910047109 9,527 -1,877 -16.46 1,065 -3.18 0.0127
2025-11-14 2025-09-30 13F UNITED AIRLINES Common Stock 910047109 11,404 177 1.58 1,100 23.04 0.0098
2025-08-14 2025-06-30 13F UNITED AIRLINES Common Stock 910047109 11,227 4,026 55.91 894 79.88 0.0090
2025-05-15 2025-03-31 13F UNITED AIRLINES Common Stock 910047109 7,201 -9,851 -57.77 497 -69.97 0.0058
2025-02-14 2024-12-31 13F UNITED AIRLINES Common Stock 910047109 17,052 6,536 62.15 1,656 175.83 0.0192
2024-11-14 2024-09-30 13F UNITED AIRLINES Common Stock 910047109 10,516 -351 -3.23 600 13.64 0.0073
2024-08-14 2024-06-30 13F UNITED AIRLINES Common Stock 910047109 10,867 -971 -8.20 529 -6.71 0.0072
2024-05-15 2024-03-31 13F UNITED AIRLINES Common Stock 910047109 11,838 524 4.63 567 21.46 0.0082
2024-02-13 2023-12-31 13F UNITED AIRLINES Common Stock 910047109 11,314 -1,490 -11.64 467 -13.86 0.0076
2023-11-15 2023-09-30 13F UNITED AIRLINES Common Stock 910047109 12,804 239 1.90 542 -21.48 0.0096
2023-08-15 2023-06-30 13F UNITED AIRLINES Common Stock 910047109 12,565 -13,337 -51.49 689 68,800.00 0.0118
2023-05-03 2023-03-31 13F UNITED AIRLINES Common Stock 910047109 25,902 17,123 195.04 1 0.0236
2023-02-13 2022-12-31 13F UNITED AIRLINES Common Stock 910047109 8,779 -34 -0.39 0 -100.00 0.0090
2022-11-14 2022-09-30 13F UNITED AIRLINES Common Stock 910047109 8,813 570 6.91 287 -1.71 0.0092
2022-08-08 2022-06-30 13F UNITED AIRLINES Common Stock 910047109 8,243 986 13.59 292 -13.10 0.0091
2022-05-12 2022-03-31 13F UNITED AIRLINES Common Stock 910047109 7,257 -571 -7.29 336 -2.04 0.0103
2022-02-15 2021-12-31 13F UNITED AIRLINES Common Stock 910047109 7,828 -432 -5.23 343 -12.72 0.0102
2021-11-15 2021-09-30 13F UNITED AIRLINES Common Stock 910047109 8,260 740 9.84 393 0.00 0.0128
2021-08-13 2021-06-30 13F UNITED AIRLINES Common Stock 910047109 7,520 1,505 25.02 393 13.58 0.0139
2021-05-13 2021-03-31 13F UNITED AIRLINES Common Stock 910047109 6,015 6,015 346 0.0142
2020-11-13 2020-09-30 13F UNITED AIRLINES Common Stock 910047109 0 -13,063 -100.00 0 -100.00
2020-07-30 2020-06-30 13F UNITED AIRLINES Common Stock 910047109 13,063 13,063 452 0.0325
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.