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Cornerstone Planning Group’s United Airlines UAL Stock Holding History

Cornerstone Planning 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 		$37.4K Buy
399
+45
+13% +$4.71K 0.01% 476
2025
Q4 		$37.1K Buy
354
+344
+3,440% +$34.8K 0.01% 415
2025
Q3 		$8.6K Sell
10
-334
-97% -$32.1K ﹤0.01% 814
2025
Q2 		$30.2K Buy
344
+20
+6% +$1.47K 0.01% 331
2025
Q1 		$22K Buy
324
+20
+7% +$1.89K 0.01% 394
2024
Q4 		$32.4K Hold
304
– – 0.01% 240
2024
Q3 		$23.4K Hold
304
– – 0.01% 279
2024
Q2 		$11.5K Hold
304
– – ﹤0.01% 405
2024
Q1 		$15.7K Buy
304
+134
+79% +$5.74K ﹤0.01% 330
2023
Q4 		$7.01K Hold
170
– – ﹤0.01% 485
2023
Q3 		$7.19K Hold
170
– – ﹤0.01% 482
2023
Q2 		$9.33K Buy
+170
New +$8.03K ﹤0.01% 695
2022
Q4 		$13.1K Buy
+270
New +$11K 0.01% 560

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

Cornerstone Planning Group's UAL Position: Q1 2026 in Review

Cornerstone Planning Group increased its United Airlines (UAL) stake by 13% in Q1 2026, buying an estimated $4.71K and bringing the position to 399 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #476.

Cornerstone Planning Group first reported a position in UAL in Q4 2022 and has held it in 13 quarters since. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Cornerstone Planning Group held 399 shares of United Airlines worth $37.4K as of Q1 2026.
  • Cornerstone Planning Group bought 45 United Airlines shares in Q1 2026, an estimated $4.71K.
  • United Airlines made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #476 holding.
  • Cornerstone Planning Group first reported a position in United Airlines in Q4 2022 and has held it in 13 quarters since.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.