Jones Financial Companies
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Jones Financial Companies’s United Airlines UAL Stock Holding History

Jones Financial Companies’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 		$2.48M Buy
28,068
+10,985
+64% +$1.15M ﹤0.01% 1342
2025
Q4 		$1.91M Sell
17,083
-1,669
-9% -$169K ﹤0.01% 974
2025
Q3 		$1.84M Buy
18,752
+694
+4% +$66.7K ﹤0.01% 885
2025
Q2 		$1.43M Buy
18,058
+2,714
+18% +$200K ﹤0.01% 864
2025
Q1 		$1.08M Buy
15,344
+2,855
+23% +$270K ﹤0.01% 826
2024
Q4 		$1.21M Buy
12,489
+5,744
+85% +$486K ﹤0.01% 689
2024
Q3 		$391K Buy
6,745
+2,081
+45% +$96.3K ﹤0.01% 911
2024
Q2 		$227K Buy
4,664
+3,514
+306% +$177K ﹤0.01% 790
2024
Q1 		$55.1K Buy
1,150
+794
+223% +$34K ﹤0.01% 713
2023
Q4 		$14.7K Buy
+356
New +$14K ﹤0.01% 634
2023
Q1 		– Sell
-29
Closed -$1K – 776
2022
Q4 		$1K Buy
+29
New +$1.18K ﹤0.01% 713

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jones Financial Companies's UAL Position: Q1 2026 in Review

Jones Financial Companies increased its United Airlines (UAL) stake by 64% in Q1 2026, buying an estimated $1.15M and bringing the position to 28,068 shares worth $2.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Jones Financial Companies first reported a position in UAL in Q4 2022 and has held it in 11 quarters since. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Jones Financial Companies held 28,068 shares of United Airlines worth $2.48M as of Q1 2026.
  • Jones Financial Companies bought 10,985 United Airlines shares in Q1 2026, an estimated $1.15M.
  • United Airlines made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1342 holding.
  • Jones Financial Companies first reported a position in United Airlines in Q4 2022 and has held it in 11 quarters since.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.