Position in UAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$33,626,926
+$14,461,635 QoQ
Shares Held
247,275
+18.8% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#110
of 1,063 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Derivatives in UAL
reported options exposure · as of Sep 30, 2020CallValue
$12,000
CallShares
2,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Airlines
Industrials · as of Jun 30, 2026Creative Planning holds $147,167,222 across 12 Airlines names. UAL ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
513,815 | $48,123,912 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
247,275 | $33,626,926 | |
| 3 | LUV |
Southwest Airlines Co
|
459,533 | $23,629,186 | |
| 4 | SKYW |
Skywest Inc
|
129,709 | $12,883,994 | |
| 5 | ALK |
Alaska Air Group, Inc.
|
164,342 | $8,578,651 | |
| 6 | AAL |
American Airlines Group Inc.
|
317,030 | $5,728,731 | |
| 7 | ALGT |
Allegiant Travel CO
|
44,530 | $5,236,728 | |
| 8 | ULCC |
Frontier Group Holdings, Inc.
|
390,990 | $3,092,730 |
All Filings in UAL
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,626,926 | 247,275 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $19,165,291 | 208,160 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,147,478 | 144,406 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,807,836 | 122,361 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,599,959 | 107,999 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,627,713 | 81,502 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,785,122 | 90,475 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,577,967 | 132,807 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $5,549,185 | 114,040 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $6,282,334 | 131,210 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,253,924 | 127,337 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,668,904 | 110,376 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $8,328,168 | 151,780 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $5,742,322 | 129,770 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,439,175 | 117,750 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,700,873 | 113,768 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,046,239 | 114,236 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,836,831 | 104,332 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,545,742 | 80,990 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,525,875 | 179,228 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,196,358 | 137,624 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,690,048 | 133,647 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,192,023 | 73,804 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,030,478 | 87,208 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $12,000 | 2,700 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $2,656,905 | 76,767 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $26,383 | 3,000 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $1,000 | 600 | Put | Sole | 2020-07-23 | |
| 2020-03-31 | $1,692,121 | 53,633 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $37,860 | 1,200 | Call | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||