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Hldgs shares owned by Keebeck Wealth Management

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

Historical chart of Keebeck Wealth Management investment in Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Hldgs by Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $241k 1.8k 135.99
2020-06-30 $44k 1.3k 33.85
2019-12-31 $114k 1.3k 87.69

More positions owned by Keebeck Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Goldman Sachs Etf Tr Access Us Agrat (GCOR)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Amazon (AMZN)
Broadcom (AVGO)

View all positions for Keebeck Wealth Management

Top funds holding Hldgs

BlackRock
Vanguard Capital Management
FMR
PRIMECAP Management Company
Sanders Capital
Vanguard Portfolio Management
Jane Street
State Street Corporation
Capital World Investors
Geode Capital Management
Citadel Advisors
Susquehanna International
Capital Research and Management Company - Division 3
Dimensional Fund Advisors
Par Capital Management

View all funds holding Hldgs