United Airlines Holdings, Inc.
MX ˙ BMV ˙ US9100471096
SecurityMX:UAL / United Airlines Holdings, Inc.
InstitutionGradient Investments LLC
Latest Disclosed Ownership27,935 shares
Latest Disclosed Value $ 2,571,975
Gradient Investments LLC ownership in UAL / United Airlines Holdings, Inc.

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 27,935 shares of United Airlines Holdings, Inc. (MX:UAL) valued at $2,571,975 USD as of March 31, 2026. The entity filed a previous 13F-HR on October 15, 2024 disclosing 0 shares of United Airlines Holdings, Inc..

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)
2026-04-13 2026-03-31 13F UNITED AIRLS HLDGS COM 910047109 27,935 27,935 2,572 0.0398
2024-10-15 2024-09-30 13F UNITED AIRLS HLDGS COM 910047109 0 -9 -100.00 0 0.0000
2024-07-18 2024-06-30 13F UNITED AIRLS HLDGS COM 910047109 9 9 0 0.0000
2024-04-23 2024-03-31 13F UNITED AIRLS HLDGS COM 910047109 0 -115 -100.00 0 -100.00
2024-01-18 2023-12-31 13F UNITED AIRLS HLDGS COM 910047109 115 0 0.00 5 0.00 0.0001
2023-10-27 2023-09-30 13F UNITED AIRLS HLDGS COM 910047109 115 -234 -67.05 5 -78.95 0.0001
2023-07-11 2023-06-30 13F UNITED AIRLS HLDGS COM 910047109 349 150 75.38 19 137.50 0.0005
2023-04-17 2023-03-31 13F UNITED AIRLS HLDGS COM 910047109 199 -3,103 -93.97 9 -93.55 0.0002
2023-01-10 2022-12-31 13F UNITED AIRLS HLDGS COM 910047109 3,302 -155 -4.48 124 10.71 0.0039
2022-10-14 2022-09-30 13F UNITED AIRLS HLDGS COM 910047109 3,457 183 5.59 112 -3.45 0.0034
2022-07-11 2022-06-30 13F UNITED AIRLS HLDGS COM 910047109 3,274 50 1.55 116 -22.15 0.0034
2022-05-26 2022-03-31 13F UNITED AIRLS HLDGS COM 910047109 3,224 -50 -1.53 149 4.20 0.0038
2022-01-12 2021-12-31 13F UNITED AIRLS HLDGS COM 910047109 3,274 0 0.00 143 -8.33 0.0036
2021-10-18 2021-09-30 13F UNITED AIRLS HLDGS COM 910047109 3,274 -1,000 -23.40 156 -30.04 0.0044
2021-07-12 2021-06-30 13F UNITED AIRLS HLDGS COM 910047109 4,274 0 0.00 223 -9.35 0.0065
2021-04-21 2021-03-31 13F UNITED AIRLS HLDGS COM 910047109 4,274 3,640 574.13 246 1,018.18 0.0080
2021-01-08 2020-12-31 13F UNITED AIRLS HLDGS COM 910047109 634 0 0.00 22 0.00 0.0009
2020-10-06 2020-09-30 13F UNITED AIRLS HLDGS COM 910047109 634 0 0.00 22 0.00 0.0009
2020-07-10 2020-06-30 13F UNITED AIRLS HLDGS COM 910047109 634 0 0.00 22 10.00 0.0010
2020-04-07 2020-03-31 13F UNITED AIRLS HLDGS COM 910047109 634 496 359.42 20 66.67 0.0011
2020-01-15 2019-12-31 13F UNITED AIRLINES HLDGS COM 910047109 138 0 0.00 12 0.00 0.0005
2019-10-10 2019-09-30 13F UNITED AIRLINES HLDGS COM 910047109 138 4 2.99 12 0.00 0.0006
2019-07-16 2019-06-30 13F UNITED CONTL HLDGS COM 910047109 134 0 0.00 12 9.09 0.0006
2019-04-11 2019-03-31 13F UNITED CONTL HLDGS COM 910047109 134 0 0.00 11 0.00 0.0007
2019-01-18 2018-12-31 13F UNITED CONTL HLDGS COM 910047109 134 0 0.00 11 -8.33 0.0007
2018-10-11 2018-09-30 13F UNITED CONTL HLDGS COM 910047109 134 0 0.00 12 33.33 0.0006
2018-08-09 2018-06-30 13F UNITED CONTL HLDGS COM 910047109 134 134 9 0.0005
2017-07-19 2017-06-30 13F UNITED CONTL HLDGS COM 910047109 0 -3 -100.00 0 0.0000
2017-04-11 2017-03-31 13F UNITED CONTL HLDGS COM 910047109 3 0 0.00 0 0.0000
2017-01-17 2016-12-31 13F UNITED CONTL HLDGS COM 910047109 3 3 0 0.0000
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.