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JFS Wealth Advisors’s United Airlines UAL Stock Holding History

JFS Wealth Advisors’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 		$43.4K Sell
319
-13
-4% -$1.35K ﹤0.01% 580
2026
Q1 		$30.6K Buy
332
+14
+4% +$1.47K ﹤0.01% 632
2025
Q4 		$35.6K Buy
318
+108
+51% +$10.9K ﹤0.01% 610
2025
Q3 		$20.3K Buy
210
+2
+1% +$192 ﹤0.01% 695
2025
Q2 		$16.6K Sell
208
-99
-32% -$7.29K ﹤0.01% 703
2025
Q1 		$21.2K Buy
307
+33
+12% +$3.12K ﹤0.01% 644
2024
Q4 		$26.6K Buy
274
+76
+38% +$6.42K ﹤0.01% 583
2024
Q3 		$11.3K Buy
198
+13
+7% +$602 ﹤0.01% 814
2024
Q2 		$9K Buy
185
+21
+13% +$1.06K ﹤0.01% 828
2024
Q1 		$7.85K Buy
164
+29
+21% +$1.24K ﹤0.01% 900
2023
Q4 		$5.57K Sell
135
-55
-29% -$2.16K ﹤0.01% 1011
2023
Q3 		$8.04K Buy
190
+10
+6% +$506 ﹤0.01% 806
2023
Q2 		$9.88K Hold
180
– – ﹤0.01% 736
2023
Q1 		$7.96K Buy
180
+6
+3% +$288 ﹤0.01% 798
2022
Q4 		$6.56K Buy
174
+15
+9% +$609 ﹤0.01% 881
2022
Q3 		$5K Buy
159
+138
+657% +$5.13K ﹤0.01% 1016
2022
Q2 		$1K Sell
21
-96
-82% -$4.21K ﹤0.01% 1659
2022
Q1 		$5K Buy
117
+68
+139% +$2.95K ﹤0.01% 1077
2021
Q4 		$2K Sell
49
-267
-84% -$12.4K ﹤0.01% 1180
2021
Q3 		$15K Buy
316
+216
+216% +$10.2K ﹤0.01% 588
2021
Q2 		$5K Buy
+100
New +$5.55K ﹤0.01% 500
2021
Q1 		– Sell
-100
Closed -$4K – 625
2020
Q4 		$4K Buy
+100
New +$4.04K ﹤0.01% 499

Other funds holding UAL

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JFS Wealth Advisors's UAL Position: Q2 2026 in Review

JFS Wealth Advisors reduced its United Airlines (UAL) stake by 3.9% in Q2 2026, selling an estimated $1.35K and leaving 319 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

JFS Wealth Advisors first reported a position in UAL in Q4 2020 and has held it in 22 quarters since. 209 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • JFS Wealth Advisors held 319 shares of United Airlines worth $43.4K as of Q2 2026.
  • JFS Wealth Advisors sold 13 United Airlines shares in Q2 2026, an estimated $1.35K.
  • United Airlines made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #580 holding.
  • JFS Wealth Advisors first reported a position in United Airlines in Q4 2020 and has held it in 22 quarters since.
  • 209 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.