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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
Q2 		– Sell
-1
Closed -$8 – 2373
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 $391M AUM 6.2% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $3.37B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ancora Advisors's UP Position: Q2 2026 in Review

Ancora Advisors sold out of Wheels Up (UP) in Q2 2026, closing a stake of 1 share — an estimated $8 sold.

Ancora Advisors first reported a position in UP in Q3 2021 and held it in 19 quarters. The position peaked at $183K in Q3 2021. 60 funds tracked by Wall St. Rank hold UP as of Q2 2026.

  • Ancora Advisors reported no remaining Wheels Up position as of Q2 2026 after selling out during the quarter.
  • Ancora Advisors sold 1 Wheels Up share in Q2 2026, an estimated $8.
  • Ancora Advisors first reported a position in Wheels Up in Q3 2021 and held it in 19 quarters.
  • Ancora Advisors's Wheels Up position peaked at $183K in Q3 2021.
  • 60 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.