Edgestream Partners, L.P.
Position in UAL — United Airlines Holdings, Inc.
CIK 1535061
Princeton, NJ
Position in UAL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,742,575
-$1,334,231 QoQ
Shares Held
12,814
-59.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#373
of 1,068 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Edgestream Partners, L.P. holds $34,760,062 across 6 Airlines names. UAL ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALGT |
Allegiant Travel CO
|
97,014 | $11,408,846 | |
| 2 | ALK |
Alaska Air Group, Inc.
|
171,115 | $8,932,203 | |
| 3 | SKYW |
Skywest Inc
|
73,468 | $7,297,576 | |
| 4 | LUV |
Southwest Airlines Co
|
86,787 | $4,462,587 | |
| 5 | UAL |
United Airlines Holdings, Inc.
This page
|
12,814 | $1,742,575 | |
| 6 | DAL |
Delta Air Lines, Inc.
|
9,783 | $916,275 |
All Filings in UAL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,742,575 | 12,814 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $3,076,806 | 31,884 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $824,966 | 10,360 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,448,339 | 64,422 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,967,376 | 30,560 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,859,961 | 50,122 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $619,587 | 12,733 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $313,518 | 6,548 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $2,451,369 | 57,952 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $535,586 | 9,761 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $441,924 | 9,987 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $297,641 | 7,895 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $4,935,022 | 106,450 | Shares | Sole | 2022-05-13 | |
| 2021-03-31 | $5,054,198 | 87,838 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $13,870,534 | 320,706 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $420,023 | 12,087 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $10,555,184 | 304,975 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,222,061 | 165,517 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||