Evermay Wealth Management’s United Airlines UAL Stock Holding History

Evermay Wealth 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	$62.1K	Sell	675 -10	-1%	-$1.05K	0.01%	301
2025 Q4	$76.6K	Buy	685 +75	+12%	+$7.58K	0.01%	286
2025 Q3	$58.9K	Hold	610	–	–	0.01%	316
2025 Q2	$48.6K	Buy	610 +500	+455%	+$36.8K	0.01%	327
2025 Q1	$7.6K	Sell	110 -3	-3%	-$283	﹤0.01%	467
2024 Q4	$11K	Hold	113	–	–	﹤0.01%	440
2024 Q3	$6.45K	Sell	113 -30	-21%	-$1.39K	﹤0.01%	490
2024 Q2	$6.96K	Hold	143	–	–	﹤0.01%	478
2024 Q1	$6.85K	Hold	143	–	–	﹤0.01%	492
2023 Q4	$5.9K	Hold	143	–	–	﹤0.01%	478
2023 Q3	$6.05K	Hold	143	–	–	﹤0.01%	460
2023 Q2	$7.85K	Hold	143	–	–	﹤0.01%	442
2023 Q1	$6.33K	Hold	143	–	–	﹤0.01%	448
2022 Q4	$5.39K	Buy	143 +3	+2%	+$122	﹤0.01%	451
2022 Q3	$5K	Buy	+140	New	+$5.21K	﹤0.01%	445

Other funds holding UAL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

Evermay Wealth Management's UAL Position: Q1 2026 in Review

Evermay Wealth Management reduced its United Airlines (UAL) stake by 1.5% in Q1 2026, selling an estimated $1.05K and leaving 675 shares worth $62.1K. The position accounts for 0.01% of the portfolio, ranked #301.

Evermay Wealth Management first reported a position in UAL in Q3 2022 and has held it in 15 quarters since. The position peaked at $76.6K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

Evermay Wealth Management held 675 shares of United Airlines worth $62.1K as of Q1 2026.
Evermay Wealth Management sold 10 United Airlines shares in Q1 2026, an estimated $1.05K.
United Airlines made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #301 holding.
Evermay Wealth Management first reported a position in United Airlines in Q3 2022 and has held it in 15 quarters since.
Evermay Wealth Management's United Airlines position peaked at $76.6K in Q4 2025.
971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.