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Concurrent Investment Advisors’s Wheels Up UP Stock Holding History

Concurrent Investment 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
2025
Q4 		– Sell
-500
Closed -$18.4K – 1847
2025
Q3 		$18.4K Buy
+500
New +$18.2K ﹤0.01% 1473

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Concurrent Investment Advisors's UP Position: Q4 2025 in Review

Concurrent Investment Advisors sold out of Wheels Up (UP) in Q4 2025, closing a stake of 1 share — an estimated $37 sold.

Concurrent Investment Advisors first reported a position in UP in Q3 2025 and held it in 1 quarter. The position peaked at $37 in Q3 2025. 90 funds tracked by Wall St. Rank hold UP as of Q4 2025.

  • Concurrent Investment Advisors reported no remaining Wheels Up position as of Q4 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 1 Wheels Up share in Q4 2025, an estimated $37.
  • Concurrent Investment Advisors first reported a position in Wheels Up in Q3 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's Wheels Up position peaked at $37 in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Wheels Up as of Q4 2025.

Based on Concurrent Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.