Citadel Advisors
UP icon

Citadel Advisors’s Wheels Up UP Stock Holding History

Citadel 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 		$25.6K Sell
2,478
-3,301
-57% -$43K ﹤0.01% 12621
2025
Q4 		$75.9K Buy
5,779
+4,230
+273% +$96.4K ﹤0.01% 11832
2025
Q3 		$57K Buy
+1,549
New +$56.5K ﹤0.01% 12130
2024
Q2 		– Sell
-11
Closed -$527 – 15465
2024
Q1 		$643 Buy
+11
New +$724 ﹤0.01% 14285
2023
Q3 		– Sell
-18
Closed -$725 – 15165
2023
Q2 		$425 Sell
18
-28
-61% -$1.98K ﹤0.01% 14123
2023
Q1 		$5.76K Sell
46
-6,195
-99% -$1.37M ﹤0.01% 13847
2022
Q4 		$1.29M Buy
6,241
+451
+8% +$116K ﹤0.01% 6329
2022
Q3 		$1.33M Sell
5,790
-291
-5% -$117K ﹤0.01% 6390
2022
Q2 		$2.37M Buy
6,081
+88
+1% +$47K ﹤0.01% 5218
2022
Q1 		$3.73M Buy
5,993
+2,899
+94% +$2.09M ﹤0.01% 4742
2021
Q4 		$2.87M Buy
3,094
+2,426
+363% +$2.83M ﹤0.01% 5427
2021
Q3 		$881K Sell
668
-8,166
-92% -$13.4M ﹤0.01% 8468
2021
Q2 		$17.5M Buy
+8,834
New +$17.7M ﹤0.01% 2248
2021
Q1 		– Sell
-760
Closed -$1.52M – 13734
2020
Q4 		$1.52M Buy
+760
New +$1.51M ﹤0.01% 5952

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
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
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T 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 $666B 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