Creative Planning
UP icon

Creative Planning’s Wheels Up UP Stock Holding History

Creative Planning’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 		$12.4K Buy
+1,198
New +$15.6K ﹤0.01% 4063
2025
Q4 		– Sell
-973
Closed -$35.8K – 4116
2025
Q3 		$35.8K Sell
973
-201
-17% -$7.33K ﹤0.01% 3780
2025
Q2 		$25.1K Buy
+1,174
New +$28.9K ﹤0.01% 3581
2023
Q2 		– Sell
-455
Closed -$57.6K – 2837
2023
Q1 		$57.6K Hold
455
– – ﹤0.01% 2330
2022
Q4 		$93.8K Hold
455
– – ﹤0.01% 2155
2022
Q3 		$105K Buy
455
+172
+61% +$69K ﹤0.01% 2021
2022
Q2 		$111K Buy
283
+23
+9% +$12.3K ﹤0.01% 1960
2022
Q1 		$162K Buy
260
+15
+6% +$10.8K ﹤0.01% 1928
2021
Q4 		$227K Sell
245
-10
-4% -$11.7K ﹤0.01% 1799
2021
Q3 		$336K Buy
+255
New +$418K ﹤0.01% 1521

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

Creative Planning's UP Position: Q1 2026 in Review

Creative Planning opened a new position in Wheels Up (UP) in Q1 2026: 1,198 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #4063 among its holdings. This is a return to the name: Creative Planning previously reported a position in UP as recently as Q3 2025.

Creative Planning first reported a position in UP in Q3 2021 and has held it in 10 quarters since. The position peaked at $336K in Q3 2021. 97 funds tracked by Wall St. Rank hold UP as of Q1 2026.

  • Creative Planning held 1,198 shares of Wheels Up worth $12.4K as of Q1 2026.
  • Wheels Up was a new Creative Planning position in Q1 2026.
  • Wheels Up made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4063 holding.
  • Creative Planning first reported a position in Wheels Up in Q3 2021 and has held it in 10 quarters since.
  • Creative Planning's Wheels Up position peaked at $336K in Q3 2021.
  • 97 funds tracked by Wall St. Rank held Wheels Up as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.