United Airlines Holdings, Inc.
MX ˙ BMV ˙ US9100471096
SecurityMX:UAL / United Airlines Holdings, Inc.
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership2,960 shares
Latest Disclosed Value $ 272,528
IHT Wealth Management, LLC reports 3.28% increase in ownership of UAL / United Airlines Holdings, Inc.

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,960 shares of United Airlines Holdings, Inc. (MX:UAL) valued at $272,528 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,866 shares of United Airlines Holdings, Inc.. This represents a change in shares of 3.28% 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)
2026-05-15 2026-03-31 13F United Airlines Holdings COM 910047109 2,960 94 3.28 273 -15.00 0.0063
2026-02-17 2025-12-31 13F United Airlines Holdings COM 910047109 2,866 197 7.38 320 24.51 0.0078
2025-11-14 2025-09-30 13F United Airlines Holdings COM 910047109 2,669 -320 -10.71 258 7.98 0.0065
2025-08-14 2025-06-30 13F United Airlines Holdings COM 910047109 2,989 2,989 238 0.0065
2025-05-15 2025-03-31 13F United Airlines Holdings COM 910047109 0 -2,241 -100.00 0 -100.00
2025-02-14 2024-12-31 13F United Airlines Holdings COM 910047109 2,241 2,241 218 0.0070
2024-08-14 2024-06-30 13F United Airlines Holdings COM 910047109 0 -4,964 -100.00 0 -100.00
2024-05-15 2024-03-31 13F United Airlines Holdings COM 910047109 4,964 -1,857 -27.22 238 -15.66 0.0095
2024-02-14 2023-12-31 13F UNITED AIRLINES COM 910047109 6,821 -1,206 -15.02 281 -17.11 0.0125
2023-11-14 2023-09-30 13F UNITED AIRLINES COM 910047109 8,027 -3,977 -33.13 340 -48.48 0.0172
2023-08-15 2023-06-30 13F UNITED AIRLINES COM 910047109 12,004 4,564 61.34 659 100.00 0.0343
2023-05-15 2023-03-31 13F UNITED AIRLINES COM 910047109 7,440 -931 -11.12 329 4.44 0.0188
2023-02-15 2022-12-31 13F UNITED AIRLINES COM 910047109 8,371 -2,588 -23.62 316 -11.52 0.0198
2022-11-22 2022-09-30 13F UNITED AIRLINES COM 910047109 10,959 10,959 356 0.0271
2022-02-14 2021-12-31 13F UNITED AIRLINES COM 910047109 0 -4,433 -100.00 0 -100.00
2021-11-15 2021-09-30 13F UNITED AIRLINES COM 910047109 4,433 -3,664 -45.25 211 -50.12 0.0172
2021-08-16 2021-06-30 13F UNITED AIRLINES COM 910047109 8,097 855 11.81 423 1.44 0.0268
2021-05-18 2021-03-31 13F UNITED AIRLS HLDGS COM 910047109 7,242 1,700 30.67 417 73.75 0.0300
2021-02-17 2020-12-31 13F UNITED AIRLS HLDGS COM 910047109 5,542 5,542 240 0.0200
2018-08-13 2018-06-30 13F UNITED CONTINENTAL COM 910047109 0 -735 -100.00 0 -100.00
2018-05-14 2018-03-31 13F UNITED CONTINENTAL COM 910047109 735 635 635.00 49 600.00 0.0132
2018-02-14 2017-12-31 13F UNITED CONTINENTAL COM 910047109 100 0 0.00 7 16.67 0.0019
2017-11-14 2017-09-30 13F UNITED CONTINENTAL COM 910047109 100 0 0.00 6 -92.59 0.0026
2017-08-14 2017-06-30 13F/A-1 UNITED CONTINENTAL COM 910047109 100 100 81 0.0392
2017-08-14 2017-06-30 13F UNITED CONTINENTAL COM 910047109 100 100 3
2017-05-15 2017-03-31 13F UNITED CONTINENTAL COM 910047109 0 -300 -100.00 0 -100.00
2017-02-14 2016-12-31 13F UNITED CONTINENTAL COM 910047109 300 300 22 0.0166
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.