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 Q2	$91.8K	Hold	675	–	–	0.01%	279
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Evermay Wealth Management's UAL Position: Q2 2026 in Review

Evermay Wealth Management held its United Airlines (UAL) position steady in Q2 2026 at 675 shares worth $91.8K. The position accounts for 0.01% of the portfolio, ranked #279.

Evermay Wealth Management first reported a position in UAL in Q3 2022 and has held it in 16 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

Evermay Wealth Management held 675 shares of United Airlines worth $91.8K as of Q2 2026.
Evermay Wealth Management left its United Airlines share count unchanged in Q2 2026.
United Airlines made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #279 holding.
Evermay Wealth Management first reported a position in United Airlines in Q3 2022 and has held it in 16 quarters since.
1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.