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EverSource Wealth Advisors’s United Airlines UAL Stock Holding History

EverSource 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
Q1 		$607K Buy
6,590
+768
+13% +$80.5K 0.02% 523
2025
Q4 		$651K Buy
5,822
+1,018
+21% +$103K 0.02% 455
2025
Q3 		$464K Buy
4,804
+525
+12% +$50.5K 0.02% 529
2025
Q2 		$341K Buy
4,279
+1,495
+54% +$110K 0.02% 610
2025
Q1 		$192K Sell
2,784
-918
-25% -$86.7K 0.01% 676
2024
Q4 		$359K Buy
3,702
+135
+4% +$11.4K 0.02% 455
2024
Q3 		$204K Sell
3,567
-769
-18% -$35.6K 0.01% 549
2024
Q2 		$197K Buy
4,336
+89
+2% +$4.48K 0.01% 564
2024
Q1 		$219K Sell
4,247
-151
-3% -$6.47K 0.02% 460
2023
Q4 		$181K Buy
4,398
+662
+18% +$26K 0.02% 459
2023
Q3 		$158K Buy
3,736
+372
+11% +$18.8K 0.02% 452
2023
Q2 		$185K Sell
3,364
-120
-3% -$5.67K 0.02% 413
2023
Q1 		$154K Buy
3,484
+835
+32% +$40K 0.02% 431
2022
Q4 		$99.9K Sell
2,649
-595
-18% -$24.1K 0.02% 508
2022
Q3 		$106K Sell
3,244
-166
-5% -$6.17K 0.02% 417
2022
Q2 		$121K Buy
3,410
+1,136
+50% +$49.9K 0.03% 333
2022
Q1 		$105K Buy
2,274
+1,488
+189% +$64.5K 0.03% 327
2021
Q4 		$34K Buy
+786
New +$36.5K 0.01% 502

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

EverSource Wealth Advisors's UAL Position: Q1 2026 in Review

EverSource Wealth Advisors increased its United Airlines (UAL) stake by 13% in Q1 2026, buying an estimated $80.5K and bringing the position to 6,590 shares worth $607K. The position accounts for 0.02% of the portfolio, ranked #523.

EverSource Wealth Advisors first reported a position in UAL in Q4 2021 and has held it in 18 quarters since. The position peaked at $651K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • EverSource Wealth Advisors held 6,590 shares of United Airlines worth $607K as of Q1 2026.
  • EverSource Wealth Advisors bought 768 United Airlines shares in Q1 2026, an estimated $80.5K.
  • United Airlines made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #523 holding.
  • EverSource Wealth Advisors first reported a position in United Airlines in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's United Airlines position peaked at $651K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.