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Hldgs shares owned by Wiser Advisor Group

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Wiser Advisor Group from 13F filings

Historical chart of Wiser Advisor Group investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Wiser Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $41k 428 96.50
2025-03-31 $30k 428 69.05
2024-12-31 $42k 428 97.10
2024-09-30 $24k 428 57.06
2024-06-30 $21k 438 48.66
2024-03-31 $13k 274 47.88

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
Alphabet Common Stock (GOOGL)
Eli Lilly Common Stock (LLY)
Amazon Common Stock (AMZN)
Meta Platforms Common Stock (META)
Nyli Ftse MF Closed and MF Open (HFXI)
Invesco S&p MF Closed and MF Open (XMHQ)
Microsoft Corp Common Stock (MSFT)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Growth MF Closed and MF Open (VUG)
Jpmorgan Chase Common Stock (JPM)
Nvidia Corp Common Stock (NVDA)
Schwab Us MF Closed and MF Open (SCHX)
Vanguard Value MF Closed and MF Open (VTV)

View all positions for Wiser Advisor Group

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