CIBC Private Wealth Group
UP icon

CIBC Private Wealth Group’s Wheels Up UP Stock Holding History

CIBC Private Wealth Group’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 		$16 Sell
1
-3,750
-100% -$85.4K ﹤0.01% 3376
2025
Q3 		$138K Hold
3,751
– – ﹤0.01% 1342
2025
Q2 		$80.3K Hold
3,751
– – ﹤0.01% 1485
2025
Q1 		$60.3K Hold
3,751
– – ﹤0.01% 1566
2024
Q4 		$119K Buy
3,751
+3,743
+46,788% +$158K ﹤0.01% 1352
2024
Q3 		$375 Hold
8
– – ﹤0.01% 2999
2024
Q2 		$474 Sell
8
-125
-94% -$5.99K ﹤0.01% 2984
2024
Q1 		$7.65K Buy
+133
New +$8.75K ﹤0.01% 2382

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

CIBC Private Wealth Group's UP Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Wheels Up (UP) stake by 100% in Q4 2025, selling an estimated $85.4K and leaving 1 share worth $16. The position accounts for ﹤0.01% of the portfolio, ranked #3376.

CIBC Private Wealth Group first reported a position in UP in Q1 2024 and has held it in 8 quarters since. The position peaked at $138K in Q3 2025. 91 funds tracked by Wall St. Rank hold UP as of Q4 2025.

  • CIBC Private Wealth Group held 1 share of Wheels Up worth $16 as of Q4 2025.
  • CIBC Private Wealth Group sold 3,750 Wheels Up shares in Q4 2025, an estimated $85.4K.
  • Wheels Up made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3376 holding.
  • CIBC Private Wealth Group first reported a position in Wheels Up in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Wheels Up position peaked at $138K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Wheels Up as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.