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Hldgs shares owned by Rothschild Investment

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

Historical chart of Rothschild Investment investment in Hldgs

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

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Quarterly reported holdings in Hldgs by Rothschild Investment

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.7M 20k 135.99
2026-03-31 $384k 4.2k 92.07
2025-12-31 $251k 2.2k 111.81
2025-09-30 $195k 2.0k 96.50
2025-06-30 $85k 1.1k 79.63
2025-03-31 $63k 906 69.05
2024-12-31 $89k 915 97.10
2024-09-30 $52k 909 57.06
2024-06-30 $39k 809 48.66
2024-03-31 $36k 759 47.88
2023-12-31 $30k 718 41.26