EP Wealth Advisors’s United Airlines UAL Stock Holding History

EP Wealth Advisors’s Portfolio UAL Stock Details UAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$450K	Sell	4,885 -300	-6%	-$31.4K	﹤0.01%	947
2025 Q4	$580K	Buy	+5,185	New	+$524K	﹤0.01%	816
2025 Q2	$294K	Sell	3,689 -891	-19%	-$65.6K	﹤0.01%	1032
2025 Q1	$316K	Buy	4,580 +971	+27%	+$91.7K	﹤0.01%	892
2024 Q4	$350K	Buy	+3,609	New	+$305K	﹤0.01%	812
2023 Q4	–	Sell	-4,738	Closed	-$200K	–	837
2023 Q3	$200K	Sell	4,738 -43,559	-90%	-$2.2M	﹤0.01%	668
2023 Q2	$219K	Buy	+48,297	New	+$2.28M	﹤0.01%	637
2022 Q3	–	Sell	-14,984	Closed	-$531K	–	626
2022 Q2	$531K	Buy	14,984 +9,403	+168%	+$413K	0.01%	360
2022 Q1	$259K	Buy	+5,581	New	+$242K	0.01%	517
2021 Q1	–	Sell	-7,736	Closed	-$335K	–	520
2020 Q4	$335K	Sell	7,736 -213	-3%	-$8.62K	0.01%	331
2020 Q3	$276K	Buy	+7,949	New	+$275K	0.01%	299
2020 Q2	–	Hold	0	–	–	–	325

Other funds holding UAL

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return