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Hldgs shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Hldgs

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All positions including Hldgs held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $127k 2.7k 47.88
2023-12-31 $109k 2.7k 41.26
2022-09-30 $102k 3.1k 32.41

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Top funds holding Hldgs

Vanguard Group
PRIMECAP Management Company
BlackRock
Citadel Advisors
Susquehanna International
Geode Capital Management
Bank of America Corporation
Nomura Holdings
Parallax Volatility Advisers
Dimensional Fund Advisors
FMR
Newport Trust
Ameriprise Financial
UBS Group
D. E. Shaw & Co

View all funds holding Hldgs