EP Wealth Advisors, LLC

Position in UAL — United Airlines Holdings, Inc.

CIK 1540569 TORRANCE, CA

Position in UAL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$925,275

+$475,514 QoQ

Shares Held

6,804

+39.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#473

of 1,063 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Industrials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $3,596,283 across 5 Airlines names. UAL ranks #2 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	21,564	$2,019,684
2	UAL	United Airlines Holdings, Inc. This page	6,804	$925,275
3	RYAAY	Ryanair Holdings PLC	3,869	$250,517
4	ALGT	Allegiant Travel CO	1,958	$230,260
5	JBLU	Jetblue Airways Corp	29,764	$170,547

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$925,275	6,804	+39.3%	Shares	Sole	2026-08-12
2026-03-31	$449,761	4,885	-5.8%	Shares	Sole	2026-05-14
2025-12-31	$579,786	5,185	+40.6%	Shares	Sole	2026-02-18
2025-06-30	$293,755	3,689	-19.5%	Shares	Sole	2025-08-14
2025-03-31	$316,249	4,580	+26.9%	Shares	Sole	2025-05-15
2024-12-31	$350,433	3,609	-23.8%	Shares	Sole	2025-02-14
2023-09-30	$200,417	4,738	-90.2%	Shares	Sole	2023-11-24
2023-06-30	$218,552	48,297	+222.3%	Shares	Sole	2023-08-14
2022-06-30	$530,733	14,984	+168.5%	Shares	Sole	2022-08-11
2022-03-31	$258,735	5,581	-27.9%	Shares	Sole	2022-05-20
2020-12-31	$334,582	7,736	-2.7%	Shares	Sole	2021-02-18
2020-09-30	$276,227	7,949	—	Shares	Sole	2020-11-17
2020-06-30	$268,000	0	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.