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Hldgs shares owned by Private Advisory

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Private Advisory from 13F filings

Historical chart of Private Advisory investment in Hldgs

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All positions including Hldgs held by Private Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Private Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $951k 9.9k 96.50
2025-06-30 $1.0M 13k 79.63
2025-03-31 $247k 3.6k 69.05
2024-12-31 $1.3M 13k 97.10

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Top funds holding Hldgs

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

View all funds holding Hldgs