Creative Planning
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Creative Planning’s United Airlines UAL Stock Holding History

Creative Planning’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
2020
Q4 		– Sell
-2,700
Closed -$12K – 2466
2020
Q3 		$12K Sell
2,700
-300
-10% -$10.4K ﹤0.01% 2009
2020
Q2 		$16K Buy
3,000
+1,800
+150% +$54K ﹤0.01% 1849
2020
Q1 		$9K Buy
+1,200
New +$79.3K ﹤0.01% 1775

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

Creative Planning's UAL Position: Q1 2026 in Review

Creative Planning increased its United Airlines (UAL) stake by 44% in Q1 2026, buying an estimated $6.68M and bringing the position to 208,160 shares worth $19.2M. The position accounts for 0.01% of the portfolio, ranked #462.

Creative Planning first reported a position in UAL in Q3 2013 and has held it in 50 quarters since. The position peaked at $36.7M in Q4 2014. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • Creative Planning held 208,160 shares of United Airlines worth $19.2M as of Q1 2026.
  • Creative Planning bought 63,754 United Airlines shares in Q1 2026, an estimated $6.68M.
  • United Airlines made up 0.01% of Creative Planning's portfolio in Q1 2026, its #462 holding.
  • Creative Planning first reported a position in United Airlines in Q3 2013 and has held it in 50 quarters since.
  • Creative Planning's United Airlines position peaked at $36.7M in Q4 2014.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.