Cornerstone Planning Group LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1822587
FAIRFIELD, NJ
Position in UAL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$55,211
+$18,476 QoQ
Shares Held
406
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#866
of 1,069 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Cornerstone Planning Group LLC holds $159,148 across 8 Airlines names. UAL ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
874 | $81,858 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
406 | $55,211 | |
| 3 | RYAAY |
Ryanair Holdings PLC
|
137 | $8,870 | |
| 4 | CPA |
Copa Holdings, S.A.
|
39 | $6,067 | |
| 5 | LUV |
Southwest Airlines Co
|
116 | $5,964 | |
| 6 | AAL |
American Airlines Group Inc.
|
40 | $722 | |
| 7 | ALK |
Alaska Air Group, Inc.
|
7 | $365 | |
| 8 | JBLU |
Jetblue Airways Corp
|
16 | $91 |
All Filings in UAL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,211 | 406 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $36,735 | 399 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $39,584 | 354 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $965 | 10 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $27,392 | 344 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $22,372 | 324 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $29,518 | 304 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $17,346 | 304 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $14,792 | 304 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,555 | 304 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $7,014 | 170 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,191 | 170 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,327 | 170 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $10,179 | 270 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||