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Ameritas Investment Partners’s Wheels Up UP Stock Holding History

Ameritas Investment Partners’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
Q2 		– Sell
-439
Closed -$8.88K – 3350
2025
Q1 		$8.88K Hold
439
– – ﹤0.01% 2861
2024
Q4 		$14.5K Hold
439
– – ﹤0.01% 2769
2024
Q3 		$21.3K Hold
439
– – ﹤0.01% 2625
2024
Q2 		$16.6K Buy
+439
New +$21K ﹤0.01% 2694
2023
Q2 		– Sell
-60
Closed -$7.55K – 3214
2023
Q1 		$7.55K Hold
60
– – ﹤0.01% 2796
2022
Q4 		$16.5K Hold
60
– – ﹤0.01% 2639
2022
Q3 		$13K Hold
60
– – ﹤0.01% 2720
2022
Q2 		$23K Buy
+60
New +$32.1K ﹤0.01% 2495

Other funds holding UP

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KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $92.9M AUM 730.09% 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 $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameritas Investment Partners's UP Position: Q2 2025 in Review

Ameritas Investment Partners sold out of Wheels Up (UP) in Q2 2025, closing a stake of 439 shares — an estimated $8.88K sold.

Ameritas Investment Partners first reported a position in UP in Q2 2022 and held it in 8 quarters. The position peaked at $23K in Q2 2022. 119 funds tracked by Wall St. Rank hold UP as of Q2 2025.

  • Ameritas Investment Partners reported no remaining Wheels Up position as of Q2 2025 after selling out during the quarter.
  • Ameritas Investment Partners sold 439 Wheels Up shares in Q2 2025, an estimated $8.88K.
  • Ameritas Investment Partners first reported a position in Wheels Up in Q2 2022 and held it in 8 quarters.
  • Ameritas Investment Partners's Wheels Up position peaked at $23K in Q2 2022.
  • 119 funds tracked by Wall St. Rank held Wheels Up as of Q2 2025.

Based on Ameritas Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.