Crestwood Advisors Group, LLC

Position in UAL — United Airlines Holdings, Inc.

CIK 1426853 BOSTON, MA

Position in UAL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$658,871

+$250,357 QoQ

Shares Held

4,845

+9.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#547

of 1,063 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $1,794,185 across 3 Airlines names. UAL ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	9,283	$869,445
2	UAL	United Airlines Holdings, Inc. This page	4,845	$658,871
3	CPA	Copa Holdings, S.A.	1,709	$265,869

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$658,871	4,845	+9.2%	Shares	Sole	2026-08-03
2026-03-31	$408,514	4,437	+20.8%	Shares	Sole	2026-05-05
2025-12-31	$410,603	3,672	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.