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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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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

Evergreen Capital Management's UAL Position: Q1 2026 in Review

Evergreen Capital Management increased its United Airlines (UAL) stake by 61% in Q1 2026, buying an estimated $152K and bringing the position to 3,800 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #1012.

Evergreen Capital Management first reported a position in UAL in Q3 2025 and has held it in 3 quarters since. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Evergreen Capital Management held 3,800 shares of United Airlines worth $350K as of Q1 2026.
  • Evergreen Capital Management bought 1,446 United Airlines shares in Q1 2026, an estimated $152K.
  • United Airlines made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1012 holding.
  • Evergreen Capital Management first reported a position in United Airlines in Q3 2025 and has held it in 3 quarters since.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.