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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
Q2 		– Sell
-4,500
Closed -$414K – 597
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Evoke Wealth's UAL Position: Q2 2026 in Review

Evoke Wealth sold out of United Airlines (UAL) in Q2 2026, closing a stake of 4,500 shares — an estimated $414K sold.

Evoke Wealth first reported a position in UAL in Q3 2019 and held it in 15 quarters. The position peaked at $414K in Q1 2026. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Evoke Wealth reported no remaining United Airlines position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 4,500 United Airlines shares in Q2 2026, an estimated $414K.
  • Evoke Wealth first reported a position in United Airlines in Q3 2019 and held it in 15 quarters.
  • Evoke Wealth's United Airlines position peaked at $414K in Q1 2026.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.