UAL β€” UNITED CONTL HLDGS INC

Ownership history in William B. Walkup & Associates, Inc.  Β·  8 quarters on record

AI Ownership Summary

William B. Walkup & Associates, Inc. reported UNITED CONTL HLDGS INC (UAL) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.32% in 2025 Q4. The latest visible filing shows UAL at 0.20% 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 William B. Walkup & Associates, Inc.'s position in UNITED CONTL 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
2026 Q1

UAL was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 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.

How William B. Walkup & Associates, Inc. held UAL β€” position size vs. price
% of Fund (quarterly)    UAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 4,742 -430 -8.3% 0.20% $327K 2026-04-20 $98.91
2025 Q4 ADDED 5,172 +264 +5.4% 0.32% $578K 2026-02-17 $114.02
2025 Q3 ADDED 4,908 +51 +1.1% 0.25% $474K 2025-10-29 $95.93
2025 Q2 ADDED 4,857 +115 +2.4% 0.23% $387K 2025-08-12 $98.47
2025 Q1 ADDED 4,742 +36 +0.8% 0.20% $327K 2025-05-13 $82.60
2024 Q4 ADDED 4,706 +281 +6.4% 0.29% $457K 2025-02-14 $104.26
2024 Q3 ADDED 4,425 +2,267 +105.1% 0.16% $252K 2024-11-15 $91.17
2024 Q2 INITIATED 2,158 β€” β€” 0.07% $105K 2024-08-16 $42.07

FAQ About William B. Walkup & Associates, 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 William B. Walkup & Associates, Inc. reported owning UAL?

William B. Walkup & Associates, Inc. reported UAL across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported UAL position in William B. Walkup & Associates, Inc.'s portfolio?

The largest reported portfolio weight for UAL was 0.32% in 2025 Q4.

What is the latest reported UAL position on this page?

The most recent filing on this page is 2026 Q1, when William B. Walkup & Associates, Inc. reported 4,742 shares, equal to 0.20% of portfolio, with an estimated market value of $327K.

What does the chart on this UAL ownership page compare?

The chart compares William B. Walkup & Associates, 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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