CAPTRUST FINANCIAL ADVISORS

Position in UAL — United Airlines Holdings, Inc.

CIK 1512024 RALEIGH, NC

Position in UAL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,560,042

+$592,110 QoQ

Shares Held

49,528

+39.6% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 46.47068324987886.ToString("F0")% Shared 0.ToString("F0")% None 53.52931675012115.ToString("F0")%

Industrials · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $26,527,179 across 8 Airlines names. UAL ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPA	Copa Holdings, S.A.	87,038	$9,888,387
2	DAL	Delta Air Lines, Inc.	114,673	$7,623,461
3	UAL	United Airlines Holdings, Inc. This page	49,528	$4,560,042
4	LUV	Southwest Airlines Co	65,457	$2,459,219
5	ALK	Alaska Air Group, Inc.	25,090	$922,810
6	RYAAY	Ryanair Holdings PLC	11,238	$649,556
7	AAL	American Airlines Group Inc.	33,887	$363,946
8	JBLU	Jetblue Airways Corp	13,520	$59,758

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,560,042	49,528	+39.6%	Shares	Sole	2026-05-15
2025-12-31	$3,967,932	35,485	+33.3%	Shares	Sole	2026-02-17
2025-09-30	$2,569,409	26,626	+0.4%	Shares	Sole	2025-11-19
2025-06-30	$2,111,787	26,520	+25.2%	Shares	Sole	2025-08-15
2025-03-31	$1,462,755	21,184	+14.4%	Shares	Sole	2025-05-15
2024-12-31	$1,798,194	18,519	+15.0%	Shares	Sole	2025-02-14
2024-09-30	$918,894	16,104	+10.3%	Shares	Sole	2024-11-14
2024-06-30	$710,679	14,605	+0.7%	Shares	Sole	2024-08-15
2024-03-31	$694,738	14,510	-22.7%	Shares	Sole	2024-05-15
2023-12-31	$774,945	18,782	+83.8%	Shares	Sole	2024-02-14
2023-09-30	$432,306	10,220	-7.4%	Shares	Sole	2023-11-15
2023-06-30	$605,270	11,031	-2.7%	Shares	Sole	2023-08-15
2023-03-31	$501,839	11,341	+60.3%	Shares	Sole	2023-05-15
2022-12-31	$266,765	7,076	+0.4%	Shares	Sole	2023-02-15
2022-09-30	$229,238	7,047	+5.8%	Shares	Sole	2022-11-16
2022-06-30	$235,897	6,660	+5.3%	Shares	Sole	2022-08-23
2022-03-31	$293,273	6,326	+35.3%	Shares	Sole	2022-05-16
2021-12-31	$204,759	4,677	+40.6%	Shares	Sole	2022-02-14
2021-09-30	$158,265	3,327	+104.5%	Shares	Sole	2021-11-16
2021-06-30	$85,075	1,627	+4.0%	Shares	Sole	2021-08-16
2021-03-31	$89,992	1,564	+16.8%	Shares	Sole	2021-05-17
2020-12-31	$57,911	1,339	+14.5%	Shares	Sole	2021-02-16
2020-09-30	$40,622	1,169	+146.6%	Shares	Sole	2020-11-17
2020-06-30	$16,405	474	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.