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Ancora Advisors’s Wheels Up UP Stock Holding History

Ancora 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
2026
Q1 		$8 Hold
1
– – ﹤0.01% 2377
2025
Q4 		$10 Hold
1
– – ﹤0.01% 2415
2025
Q3 		$28 Hold
1
– – ﹤0.01% 1942
2025
Q2 		$16 Hold
1
– – ﹤0.01% 1942
2025
Q1 		$15 Hold
1
– – ﹤0.01% 1750
2024
Q4 		$25 Sell
1
-150
-99% -$6.31K ﹤0.01% 1794
2024
Q3 		$7.3K Hold
151
– – ﹤0.01% 1392
2024
Q2 		$5.7K Hold
151
– – ﹤0.01% 1417
2024
Q1 		$8.65K Hold
151
– – ﹤0.01% 1357
2023
Q4 		$10.3K Sell
151
-16
-10% -$619 ﹤0.01% 1285
2023
Q3 		$6.91K Hold
167
– – ﹤0.01% 1351
2023
Q2 		$3.9K Hold
167
– – ﹤0.01% 1420
2023
Q1 		$21.1K Hold
167
– – ﹤0.01% 1120
2022
Q4 		$34K Hold
167
– – ﹤0.01% 1050
2022
Q3 		$38K Buy
167
+12
+8% +$4.81K ﹤0.01% 1167
2022
Q2 		$60K Hold
155
– – ﹤0.01% 1113
2022
Q1 		$96K Hold
155
– – ﹤0.01% 1057
2021
Q4 		$143K Buy
155
+16
+12% +$18.7K ﹤0.01% 917
2021
Q3 		$183K Buy
+139
New +$228K ﹤0.01% 807

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
KCM
Knighthead Capital Management New York $989M AUM 19.8% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $87.8M AUM 730.09% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $677M AUM 57.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM