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JDM Financial Group’s United Airlines UAL Stock Holding History

JDM 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
2025
Q2 		– Sell
-10
Closed -$691 – 305
2025
Q1 		$691 Hold
10
– – ﹤0.01% 290
2024
Q4 		$971 Hold
10
– – ﹤0.01% 298
2024
Q3 		$571 Buy
+10
New +$463 ﹤0.01% 379

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

JDM Financial Group's UAL Position: Q2 2025 in Review

JDM Financial Group sold out of United Airlines (UAL) in Q2 2025, closing a stake of 10 shares — an estimated $691 sold.

JDM Financial Group first reported a position in UAL in Q3 2024 and held it in 3 quarters. The position peaked at $971 in Q4 2024. 866 funds tracked by Wall St. Rank hold UAL as of Q2 2025.

  • JDM Financial Group reported no remaining United Airlines position as of Q2 2025 after selling out during the quarter.
  • JDM Financial Group sold 10 United Airlines shares in Q2 2025, an estimated $691.
  • JDM Financial Group first reported a position in United Airlines in Q3 2024 and held it in 3 quarters.
  • JDM Financial Group's United Airlines position peaked at $971 in Q4 2024.
  • 866 funds tracked by Wall St. Rank held United Airlines as of Q2 2025.

Based on JDM Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.