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
Q2 		$5.26M Buy
38,620
+10,552
+38% +$1.09M ﹤0.01% 1169
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

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

Jones Financial Companies's UAL Position: Q2 2026 in Review

Jones Financial Companies increased its United Airlines (UAL) stake by 38% in Q2 2026, buying an estimated $1.09M and bringing the position to 38,620 shares worth $5.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Jones Financial Companies first reported a position in UAL in Q4 2022 and has held it in 12 quarters since. 1,071 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Jones Financial Companies held 38,620 shares of United Airlines worth $5.26M as of Q2 2026.
  • Jones Financial Companies bought 10,552 United Airlines shares in Q2 2026, an estimated $1.09M.
  • United Airlines made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1169 holding.
  • Jones Financial Companies first reported a position in United Airlines in Q4 2022 and has held it in 12 quarters since.
  • 1,071 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.