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American Financial Advisors’s Wheels Up UP Stock Holding History

American Financial Advisors’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-500
Closed -$18.4K – 165
2025
Q3 		$18.4K Hold
500
– – ﹤0.01% 158
2025
Q2 		$10.7K Hold
500
– – ﹤0.01% 161
2025
Q1 		$10.1K Hold
500
– – ﹤0.01% 147
2024
Q4 		$16.5K Hold
500
– – ﹤0.01% 150
2024
Q3 		$24.2K Hold
500
– – ﹤0.01% 146
2024
Q2 		$18.9K Hold
500
– – ﹤0.01% 145
2024
Q1 		$28.7K Hold
500
– – ﹤0.01% 151
2023
Q4 		$34.3K Buy
+500
New +$19.4K 0.01% 145

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return

American Financial Advisors's UP Position: Q4 2025 in Review

American Financial Advisors sold out of Wheels Up (UP) in Q4 2025, closing a stake of 500 shares — an estimated $18.4K sold.

American Financial Advisors first reported a position in UP in Q4 2023 and held it in 8 quarters. The position peaked at $34.3K in Q4 2023. 91 funds tracked by Wall St. Rank hold UP as of Q4 2025.

  • American Financial Advisors reported no remaining Wheels Up position as of Q4 2025 after selling out during the quarter.
  • American Financial Advisors sold 500 Wheels Up shares in Q4 2025, an estimated $18.4K.
  • American Financial Advisors first reported a position in Wheels Up in Q4 2023 and held it in 8 quarters.
  • American Financial Advisors's Wheels Up position peaked at $34.3K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Wheels Up as of Q4 2025.

Based on American Financial Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.