EverSource Wealth Advisors, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in UAL
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$606,734
-$44,276 QoQ
Shares Held
6,590
+13.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $2,516,137 across 15 Airlines names. UAL ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
16,447 | $1,093,390 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
6,590 | $606,734 | |
| 3 | CPA |
Copa Holdings, S.A.
|
2,338 | $265,617 | |
| 4 | RYAAY |
Ryanair Holdings PLC
|
3,443 | $199,000 | |
| 5 | LUV |
Southwest Airlines Co
|
5,131 | $192,768 | |
| 6 | ALK |
Alaska Air Group, Inc.
|
959 | $35,267 | |
| 7 | SKYW |
Skywest Inc
|
346 | $31,768 | |
| 8 | AAL |
American Airlines Group Inc.
|
2,884 | $30,971 |
All Filings in UAL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $606,734 | 6,590 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $651,010 | 5,822 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $463,585 | 4,804 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $340,732 | 4,279 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $192,232 | 2,784 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $359,461 | 3,702 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $203,530 | 3,567 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $210,987 | 4,336 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $203,344 | 4,247 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $181,459 | 4,398 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $158,031 | 3,736 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $184,581 | 3,364 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $154,165 | 3,484 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $99,865 | 2,649 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $105,525 | 3,244 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $120,780 | 3,410 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $105,420 | 2,274 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $34,410 | 786 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||