United Airlines Holdings, Inc.
MX ˙ BMV ˙ US9100471096
SecurityMX:UAL / United Airlines Holdings, Inc.
InstitutionAvondale Wealth Management
Latest Disclosed Ownership10,650 shares
Latest Disclosed Value $ 980,546
Avondale Wealth Management reports 12.70% increase in ownership of UAL / United Airlines Holdings, Inc.

On April 15, 2026 - Avondale Wealth Management filed a 13F-HR form disclosing ownership of 10,650 shares of United Airlines Holdings, Inc. (MX:UAL) valued at $980,546 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 9,450 shares of United Airlines Holdings, Inc.. This represents a change in shares of 12.70% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-15 2026-03-31 13F UNITED AIRLS HLDGS COM 910047109 10,650 1,200 12.70 981 -7.20 0.4819
2026-02-17 2025-12-31 13F UNITED AIRLS HLDGS COM 910047109 9,450 -1,000 -9.57 1,057 4.76 0.5434
2025-11-17 2025-09-30 13F UNITED AIRLS HLDGS COM 910047109 10,450 -7,250 -40.96 1,008 -28.46 0.5372
2025-07-17 2025-06-30 13F UNITED AIRLS HLDGS INC COM Stock 910047109 17,700 1,000 5.99 1,409 22.20 0.7873
2025-04-08 2025-03-31 13F UNITED AIRLS HLDGS INC COM Stock 910047109 16,700 -300 -1.76 1,153 -30.12 0.7258
2025-01-10 2024-12-31 13F UNITED AIRLS HLDGS INC COM Stock 910047109 17,000 -2,750 -13.92 1,651 46.54 1.0578
2024-10-10 2024-09-30 13F UNITED AIRLS HLDGS INC COM Stock 910047109 19,750 3,000 17.91 1,127 38.16 0.7324
2024-07-12 2024-06-30 13F UNITED AIRLS HLDGS INC COM Stock 910047109 16,750 2,500 17.54 815 19.50 0.5569
2024-04-02 2024-03-31 13F UNITED AIRLS HLDGS INC COM Stock 910047109 14,250 0 0.00 682 16.18 0.4782
2024-01-10 2023-12-31 13F UNITED AIRLS HLDGS INC COM Stock 910047109 14,250 14,250 588 0.4736
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.