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
Q3 		– Sell
-600
Closed -$1K – 2270
2020
Q2 		$1K Buy
+600
New +$18K ﹤0.01% 2004

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 $3.37T AUM 44.26% 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

Creative Planning's UAL Position: Q2 2026 in Review

Creative Planning increased its United Airlines (UAL) stake by 19% in Q2 2026, buying an estimated $4.05M and bringing the position to 247,275 shares worth $33.6M. The position accounts for 0.02% of the portfolio, ranked #322.

Creative Planning first reported a position in UAL in Q3 2013 and has held it in 51 quarters since. The position peaked at $36.7M in Q4 2014. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • Creative Planning held 247,275 shares of United Airlines worth $33.6M as of Q2 2026.
  • Creative Planning bought 39,115 United Airlines shares in Q2 2026, an estimated $4.05M.
  • United Airlines made up 0.02% of Creative Planning's portfolio in Q2 2026, its #322 holding.
  • Creative Planning first reported a position in United Airlines in Q3 2013 and has held it in 51 quarters since.
  • Creative Planning's United Airlines position peaked at $36.7M in Q4 2014.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.