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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
Q1 		– Sell
-33,300
Closed -$3.72M – 2207
2025
Q4 		$3.72M Buy
+33,300
New +$3.37M 0.02% 570
2024
Q2 		– Sell
-233,000
Closed -$11.2M – 1879
2024
Q1 		$11.2M Buy
233,000
+88,000
+61% +$3.77M 0.1% 153
2023
Q4 		$5.98M Hold
145,000
– – 0.04% 350
2023
Q3 		$6.13M Buy
145,000
+79,900
+123% +$4.04M 0.06% 287
2023
Q2 		$3.57M Buy
+65,100
New +$3.07M 0.03% 462

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.