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Bleakley Financial Group’s United Airlines UAL Stock Holding History

Bleakley Financial Group’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 		$2.73M Buy
20,094
+7,482
+59% +$775K 0.03% 397
2026
Q1 		$1.16M Buy
12,612
+1,387
+12% +$145K 0.02% 496
2025
Q4 		$1.26M Buy
11,225
+604
+6% +$61K 0.02% 431
2025
Q3 		$1.02M Buy
10,621
+421
+4% +$40.5K 0.02% 413
2025
Q2 		$812K Buy
+10,200
New +$751K 0.02% 431
2025
Q1 		– Sell
-23,458
Closed -$2.28M – 969
2024
Q4 		$2.28M Buy
23,458
+17,499
+294% +$1.48M 0.07% 231
2024
Q3 		$340K Sell
5,959
-639
-10% -$29.6K 0.01% 726
2024
Q2 		$321K Sell
6,598
-800
-11% -$40.3K 0.01% 733
2024
Q1 		$354K Sell
7,398
-1,017
-12% -$43.6K 0.01% 713
2023
Q4 		$347K Sell
8,415
-968
-10% -$38.1K 0.01% 692
2023
Q3 		$397K Sell
9,383
-1,323
-12% -$66.9K 0.01% 602
2023
Q2 		$587K Buy
10,706
+1,625
+18% +$76.7K 0.02% 543
2023
Q1 		$402K Buy
9,081
+15
+0.2% +$719 0.01% 626
2022
Q4 		$342K Buy
+9,066
New +$368K 0.01% 655

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

Bleakley Financial Group's UAL Position: Q2 2026 in Review

Bleakley Financial Group increased its United Airlines (UAL) stake by 59% in Q2 2026, buying an estimated $775K and bringing the position to 20,094 shares worth $2.73M. The position accounts for 0.03% of the portfolio, ranked #397.

Bleakley Financial Group first reported a position in UAL in Q4 2022 and has held it in 14 quarters since. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Bleakley Financial Group held 20,094 shares of United Airlines worth $2.73M as of Q2 2026.
  • Bleakley Financial Group bought 7,482 United Airlines shares in Q2 2026, an estimated $775K.
  • United Airlines made up 0.03% of Bleakley Financial Group's portfolio in Q2 2026, its #397 holding.
  • Bleakley Financial Group first reported a position in United Airlines in Q4 2022 and has held it in 14 quarters since.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.