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Jefferies Financial Group’s United Airlines UAL Stock Holding History

Jefferies 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 		– Sell
-20,552
Closed -$1.89M – 2057
2026
Q1 		$1.89M Buy
20,552
+895
+5% +$93.8K 0.01% 662
2025
Q4 		$2.2M Buy
19,657
+18,867
+2,388% +$1.91M 0.01% 770
2025
Q3 		$76.2K Sell
790
-2,750
-78% -$264K ﹤0.01% 1365
2025
Q2 		$282K Sell
3,540
-11,358
-76% -$837K ﹤0.01% 1049
2025
Q1 		$1.03M Buy
14,898
+14,448
+3,211% +$1.36M 0.01% 806
2024
Q4 		$43.7K Buy
+450
New +$38K ﹤0.01% 1507
2024
Q3 		– Sell
-12,450
Closed -$576K – 1780
2024
Q2 		$606K Sell
12,450
-140,458
-92% -$7.07M 0.01% 907
2024
Q1 		$7.32M Buy
152,908
+102,294
+202% +$4.38M 0.07% 214
2023
Q4 		$2.09M Sell
50,614
-24,361
-32% -$958K 0.01% 696
2023
Q3 		$3.17M Buy
74,975
+15,921
+27% +$805K 0.03% 473
2023
Q2 		$3.24M Sell
59,054
-4,438
-7% -$210K 0.03% 501
2023
Q1 		$2.81M Buy
63,492
+48,542
+325% +$2.33M 0.02% 545
2022
Q4 		$564K Buy
+14,950
New +$607K ﹤0.01% 1022

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 $3.38T AUM 44.17% 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

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

Jefferies Financial Group sold out of United Airlines (UAL) in Q2 2026, closing a stake of 20,552 shares — an estimated $1.89M sold.

Jefferies Financial Group first reported a position in UAL in Q4 2022 and held it in 13 quarters. The position peaked at $7.32M in Q1 2024. 1,072 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Jefferies Financial Group reported no remaining United Airlines position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 20,552 United Airlines shares in Q2 2026, an estimated $1.89M.
  • Jefferies Financial Group first reported a position in United Airlines in Q4 2022 and held it in 13 quarters.
  • Jefferies Financial Group's United Airlines position peaked at $7.32M in Q1 2024.
  • 1,072 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.