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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
Q2 		$925K Buy
6,804
+1,919
+39% +$199K ﹤0.01% 777
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EP Wealth Advisors's UAL Position: Q2 2026 in Review

EP Wealth Advisors increased its United Airlines (UAL) stake by 39% in Q2 2026, buying an estimated $199K and bringing the position to 6,804 shares worth $925K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

EP Wealth Advisors first reported a position in UAL in Q3 2020 and has held it in 12 quarters since. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • EP Wealth Advisors held 6,804 shares of United Airlines worth $925K as of Q2 2026.
  • EP Wealth Advisors bought 1,919 United Airlines shares in Q2 2026, an estimated $199K.
  • United Airlines made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #777 holding.
  • EP Wealth Advisors first reported a position in United Airlines in Q3 2020 and has held it in 12 quarters since.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.