UAL β€” UNITED AIRLS HLDGS INC

Ownership history in Gitterman Wealth Management, LLC  Β·  1 quarter on record

AI Ownership Summary

Gitterman Wealth Management, LLC reported UNITED AIRLS HLDGS INC (UAL) in 1 quarterly 13F filing from 2025 Q2 through 2025 Q2. Peak portfolio weight reached 0.08% in 2025 Q2. The latest visible filing shows UAL at 0.08% 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.

What this UAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gitterman Wealth Management, LLC'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 Q2

UAL was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q2

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 Gitterman Wealth Management, LLC held UAL β€” position size vs. price
% of Fund (quarterly)    UAL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 INITIATED 4,390 β€” β€” 0.08% $350K 2025-08-12 $98.47

FAQ About Gitterman Wealth Management, 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 Gitterman Wealth Management, LLC reported owning UAL?

Gitterman Wealth Management, LLC reported UAL across 1 quarterly 13F filings, from 2025 Q2 through 2025 Q2.

What was the largest reported UAL position in Gitterman Wealth Management, LLC's portfolio?

The largest reported portfolio weight for UAL was 0.08% in 2025 Q2.

What is the latest reported UAL position on this page?

The most recent filing on this page is 2025 Q2, when Gitterman Wealth Management, LLC reported 4,390 shares, equal to 0.08% of portfolio, with an estimated market value of $350K.

What does the chart on this UAL ownership page compare?

The chart compares Gitterman Wealth Management, 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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