UAL — UNITED CONTINENTAL HOLDINGS IN

Ownership history in Douglas Lane & Associates, LLC  ·  41 quarters on record

AI Ownership Summary

Douglas Lane & Associates, LLC reported UNITED CONTINENTAL HOLDINGS IN (UAL) in 41 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.64% in 2024 Q4. The latest visible filing shows UAL at 0.50% 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 Douglas Lane & Associates, LLC's position in UNITED CONTINENTAL HOLDINGS IN, 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
2026 Q1

UAL was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% 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 2026 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.

UAL stock page Douglas Lane & Associates, LLC fund profile Douglas Lane & Associates, LLC full holdings
How Douglas Lane & Associates, LLC held UAL — position size vs. price
% of Fund (quarterly)    UAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 376,728 -8,669 -2.2% 0.50% $34.7M 2026-04-15 $94.27
2025 Q4 REDUCED 385,397 -19,589 -4.8% 0.59% $43.1M 2026-01-22 $110.40
2025 Q3 REDUCED 404,986 -28,654 -6.6% 0.54% $39.1M 2025-10-10 $96.67
2025 Q2 REDUCED 433,640 -5,983 -1.4% 0.50% $34.5M 2025-07-07 $81.11
2025 Q1 REDUCED 439,623 -25,723 -5.5% 0.45% $30.4M 2025-04-09 $70.83
2024 Q4 REDUCED 465,346 -38,762 -7.7% 0.64% $45.2M 2025-01-08 $103.72
2024 Q3 REDUCED 504,108 -4,588 -0.9% 0.40% $28.8M 2024-10-10 $60.26
2024 Q2 REDUCED 508,696 -14,112 -2.7% 0.35% $24.8M 2024-07-08 $46.82
2024 Q1 ADDED 522,808 +28,462 +5.8% 0.35% $25.0M 2024-04-11 $43.04
2023 Q4 ADDED 494,346 +22,674 +4.8% 0.31% $20.4M 2024-01-17 $37.88
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UAL

As of 2026 Q1 — sorted by position size

Oxinas Partners, LLC 3Y 1.77% Avondale Wealth Management 3Y 7Y 0.48% Sanchez Gaunt Capital Management, LLC 0.47% Center For Asset Management LLC 3Y 0.38% Whalen Wealth Management Inc. 0.38% Park Capital Management, LLC / WI 0.21% IAMS WEALTH MANAGEMENT, LLC 0.21% Polianta Ltd 3Y 7Y 0.2% EVOLVE PRIVATE WEALTH, LLC 0.19% Accelerate Investment Advisors LLC 0.15%

FAQ About Douglas Lane & Associates, LLC and UAL

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

How long has Douglas Lane & Associates, LLC reported owning UAL?

Douglas Lane & Associates, LLC reported UAL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UAL position in Douglas Lane & Associates, LLC's portfolio?

The largest reported portfolio weight for UAL was 0.64% in 2024 Q4.

What is the latest reported UAL position on this page?

The most recent filing on this page is 2026 Q1, when Douglas Lane & Associates, LLC reported 376,728 shares, equal to 0.50% of portfolio, with an estimated market value of $34.7M.

What does the chart on this UAL ownership page compare?

The chart compares Douglas Lane & Associates, LLC'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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