UAL β€” UNITED AIRLS HLDGS INC

Ownership history in Atria Wealth Solutions, Inc.  Β·  13 quarters on record

AI Ownership Summary

Atria Wealth Solutions, Inc. reported UNITED AIRLS HLDGS INC (UAL) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows UAL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Wealth Solutions, Inc.'s position in UNITED AIRLS HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

UAL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atria Wealth Solutions, Inc. held UAL β€” position size vs. price
% of Fund (quarterly)    UAL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 5,872 -1,123 -16.1% 0.00% $405K 2025-05-09 $77.27
2024 Q4 REDUCED 6,995 -2,677 -27.7% 0.01% $679K 2025-01-31 $105.84
2024 Q3 REDUCED 9,672 -824 -7.9% 0.01% $552K 2024-11-08 $87.51
2024 Q2 REDUCED 10,496 -1,873 -15.1% 0.01% $511K 2024-07-22 $48.19
2024 Q1 REDUCED 12,369 -75 -0.6% 0.01% $592K 2024-05-13 $54.40
2023 Q4 REDUCED 12,444 -12,667 -50.4% 0.01% $513K 2024-02-02 $41.37
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding UAL

As of 2026 Q1 β€” sorted by position size

NEVILLE RODIE & SHAW INC 3Y 7Y 0.02% Aspect Partners, LLC 0.0% NorthAvenue LLC 0.0%

FAQ About Atria Wealth Solutions, Inc. and UAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Wealth Solutions, Inc. reported owning UAL?

Atria Wealth Solutions, Inc. reported UAL across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported UAL position in Atria Wealth Solutions, Inc.'s portfolio?

The largest reported portfolio weight for UAL was 0.01% in 2024 Q4.

What is the latest reported UAL position on this page?

The most recent filing on this page is 2025 Q1, when Atria Wealth Solutions, Inc. reported 5,872 shares, equal to 0.00% of portfolio, with an estimated market value of $405K.

What does the chart on this UAL ownership page compare?

The chart compares Atria Wealth Solutions, Inc.'s quarterly UAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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