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Evergreen Capital Management’s United Airlines UAL Stock Holding History

Evergreen Capital Management’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 		$1.09M Buy
8,001
+4,201
+111% +$435K 0.02% 509
2026
Q1 		$350K Buy
3,800
+1,446
+61% +$152K 0.01% 1012
2025
Q4 		$263K Sell
2,354
-459
-16% -$46.4K 0.01% 1121
2025
Q3 		$271K Buy
+2,813
New +$271K 0.01% 1045

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

Evergreen Capital Management's UAL Position: Q2 2026 in Review

Evergreen Capital Management increased its United Airlines (UAL) stake by 111% in Q2 2026, buying an estimated $435K and bringing the position to 8,001 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #509.

Evergreen Capital Management first reported a position in UAL in Q3 2025 and has held it in 4 quarters since. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Evergreen Capital Management held 8,001 shares of United Airlines worth $1.09M as of Q2 2026.
  • Evergreen Capital Management bought 4,201 United Airlines shares in Q2 2026, an estimated $435K.
  • United Airlines made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #509 holding.
  • Evergreen Capital Management first reported a position in United Airlines in Q3 2025 and has held it in 4 quarters since.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.