Envestnet Portfolio Solutions, Inc.

Position in UAL — United Airlines Holdings, Inc.

CIK 1998033 BERWYN, PA

Position in UAL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$13,880,771

+$4,913,982 QoQ

Shares Held

102,072

+4.8% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#159

of 1,063 holders

Holding Since

Sep 2023

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $19,050,380 across 5 Airlines names. UAL ranks #1 (72.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UAL	United Airlines Holdings, Inc. This page	102,072	$13,880,771
2	DAL	Delta Air Lines, Inc.	30,318	$2,839,583
3	AAL	American Airlines Group Inc.	70,836	$1,280,006
4	SKYW	Skywest Inc	8,089	$803,480
5	ALK	Alaska Air Group, Inc.	4,723	$246,540

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,880,771	102,072	+4.8%	Shares	Sole	2026-07-20
2026-03-31	$8,966,789	97,391	+0.1%	Shares	Sole	2026-04-29
2025-12-31	$10,880,868	97,307	-0.1%	Shares	Sole	2026-02-06
2025-09-30	$9,400,837	97,418	+11.5%	Shares	Sole	2025-10-30
2025-06-30	$6,955,123	87,343	+31.4%	Shares	Sole	2025-07-25
2025-03-31	$4,588,441	66,451	+702.1%	Shares	Sole	2025-04-21
2024-12-31	$804,473	8,285	-48.7%	Shares	Sole	2025-02-10
2023-09-30	$682,764	16,141	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.