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J. Safra Asset Management’s United Airlines UAL Stock Holding History

J. Safra Asset Management’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 		$728K Sell
7,907
-1,466
-16% -$154K 0.04% 134
2025
Q4 		$1.05M Buy
9,373
+2,377
+34% +$240K 0.06% 94
2025
Q3 		$675K Buy
+6,996
New +$673K 0.04% 93

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

J. Safra Asset Management's UAL Position: Q1 2026 in Review

J. Safra Asset Management reduced its United Airlines (UAL) stake by 16% in Q1 2026, selling an estimated $154K and leaving 7,907 shares worth $728K. The position accounts for 0.04% of the portfolio, ranked #134.

J. Safra Asset Management first reported a position in UAL in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • J. Safra Asset Management held 7,907 shares of United Airlines worth $728K as of Q1 2026.
  • J. Safra Asset Management sold 1,466 United Airlines shares in Q1 2026, an estimated $154K.
  • United Airlines made up 0.04% of J. Safra Asset Management's portfolio in Q1 2026, its #134 holding.
  • J. Safra Asset Management first reported a position in United Airlines in Q3 2025 and has held it in 3 quarters since.
  • J. Safra Asset Management's United Airlines position peaked at $1.05M in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.