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Jackson Wealth Management’s United Airlines UAL Stock Holding History

Jackson Wealth 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
2025
Q4 		– Sell
-4,614
Closed -$445K – 161
2025
Q3 		$445K Buy
+4,614
New +$444K 0.04% 121

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jackson Wealth Management's UAL Position: Q4 2025 in Review

Jackson Wealth Management sold out of United Airlines (UAL) in Q4 2025, closing a stake of 4,614 shares — an estimated $445K sold.

Jackson Wealth Management first reported a position in UAL in Q3 2025 and held it in 1 quarter. The position peaked at $445K in Q3 2025. 1,020 funds tracked by Wall St. Rank hold UAL as of Q4 2025.

  • Jackson Wealth Management reported no remaining United Airlines position as of Q4 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 4,614 United Airlines shares in Q4 2025, an estimated $445K.
  • Jackson Wealth Management first reported a position in United Airlines in Q3 2025 and held it in 1 quarter.
  • Jackson Wealth Management's United Airlines position peaked at $445K in Q3 2025.
  • 1,020 funds tracked by Wall St. Rank held United Airlines as of Q4 2025.

Based on Jackson Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.