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Hldgs shares owned by Root Financial Partners

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Hldgs

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All positions including Hldgs held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $438k 3.2k 135.97
2026-03-31 $280k 3.0k 92.06
2025-12-31 $206k 1.8k 111.80
2025-09-30 $169k 1.7k 96.48

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional International Small Cap Etf Etf (DFIS)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Nvidia Corporation Stock (NVDA)

View all positions for Root Financial Partners

Top funds holding Hldgs

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Capital Research and Management Company - Division 3
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View all funds holding Hldgs