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
Q2 		– Sell
-1,198
Closed -$12.4K – 4403
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 $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

Creative Planning's UP Position: Q2 2026 in Review

Creative Planning sold out of Wheels Up (UP) in Q2 2026, closing a stake of 1,198 shares — an estimated $12.4K sold.

Creative Planning first reported a position in UP in Q3 2021 and held it in 10 quarters. The position peaked at $336K in Q3 2021. 60 funds tracked by Wall St. Rank hold UP as of Q2 2026.

  • Creative Planning reported no remaining Wheels Up position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 1,198 Wheels Up shares in Q2 2026, an estimated $12.4K.
  • Creative Planning first reported a position in Wheels Up in Q3 2021 and held it in 10 quarters.
  • Creative Planning's Wheels Up position peaked at $336K in Q3 2021.
  • 60 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.