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Evoke Wealth’s United Airlines UAL Stock Holding History

Evoke Wealth’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 		$414K Buy
4,500
+1,477
+49% +$155K 0.01% 455
2025
Q4 		$338K Buy
3,023
+161
+6% +$16.3K 0.01% 489
2025
Q3 		$276K Buy
+2,862
New +$275K 0.01% 520
2025
Q1 		– Sell
-3,376
Closed -$328K – 467
2024
Q4 		$328K Buy
+3,376
New +$285K 0.01% 329
2022
Q4 		– Sell
-2,618
Closed -$85K – 1090
2022
Q3 		$85K Sell
2,618
-6
-0.2% -$223 ﹤0.01% 438
2022
Q2 		$93K Hold
2,624
– – ﹤0.01% 423
2022
Q1 		$122K Buy
2,624
+137
+6% +$5.94K ﹤0.01% 408
2021
Q4 		$109K Hold
2,487
– – ﹤0.01% 430
2021
Q3 		$118K Sell
2,487
-1,340
-35% -$63.1K ﹤0.01% 405
2021
Q2 		$200K Sell
3,827
-459
-11% -$25.5K 0.01% 350
2021
Q1 		$247K Buy
4,286
+1,809
+73% +$88.3K 0.01% 278
2020
Q4 		$107K Buy
+2,477
New +$100K 0.01% 293
2020
Q2 		– Sell
-618
Closed -$19.5K – 1194
2020
Q1 		$19.5K Buy
618
+368
+147% +$24.3K ﹤0.01% 441
2019
Q4 		$22K Sell
250
-20
-7% -$1.79K ﹤0.01% 569
2019
Q3 		$23.9K Buy
+270
New +$23.9K ﹤0.01% 610

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

Evoke Wealth's UAL Position: Q1 2026 in Review

Evoke Wealth increased its United Airlines (UAL) stake by 49% in Q1 2026, buying an estimated $155K and bringing the position to 4,500 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #455.

Evoke Wealth first reported a position in UAL in Q3 2019 and has held it in 15 quarters since. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Evoke Wealth held 4,500 shares of United Airlines worth $414K as of Q1 2026.
  • Evoke Wealth bought 1,477 United Airlines shares in Q1 2026, an estimated $155K.
  • United Airlines made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #455 holding.
  • Evoke Wealth first reported a position in United Airlines in Q3 2019 and has held it in 15 quarters since.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.