COLDSTREAM CAPITAL MANAGEMENT INC
Position in UAL — United Airlines Holdings, Inc.
CIK 1082339
BELLEVUE, WA
Position in UAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$962,129
+$298,949 QoQ
Shares Held
7,075
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#463
of 1,063 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $3,804,673 across 5 Airlines names. UAL ranks #2 (25.3% of the industry book) .
All Filings in UAL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $962,129 | 7,075 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $663,180 | 7,203 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $640,504 | 5,728 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $590,483 | 6,119 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $465,357 | 5,844 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $402,285 | 5,826 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $467,342 | 4,813 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $256,535 | 5,272 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $362,595 | 7,573 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $249,334 | 6,043 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $214,291 | 5,066 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $275,776 | 5,026 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $219,834 | 4,968 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $334,260 | 7,635 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $246,442 | 4,713 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||