EverSource Wealth Advisors, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in UAL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$675,999
+$69,265 QoQ
Shares Held
4,971
-24.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#544
of 1,068 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $2,584,208 across 14 Airlines names. UAL ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
12,856 | $1,204,088 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
4,971 | $675,999 | |
| 3 | LUV |
Southwest Airlines Co
|
3,849 | $197,912 | |
| 4 | CPA |
Copa Holdings, S.A.
|
1,030 | $160,234 | |
| 5 | RYAAY |
Ryanair Holdings PLC
|
2,164 | $140,115 | |
| 6 | AAL |
American Airlines Group Inc.
|
3,590 | $64,867 | |
| 7 | JBLU |
Jetblue Airways Corp
|
7,707 | $44,158 | |
| 8 | ALK |
Alaska Air Group, Inc.
|
755 | $39,409 |
All Filings in UAL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $675,999 | 4,971 | Shares | Sole | 2026-07-24 | |
| 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. | ||||||