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
2025 Q4	–	Sell	-250	Closed	-$1.9K	–	4115
2025 Q3	$1.9K	Buy	+250	New	+$9.11K	﹤0.01%	3877

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

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 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.