EWA
UP icon

EverSource Wealth Advisors’s Wheels Up UP Stock Holding History

EverSource Wealth 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
Q3 		– Sell
-32
Closed -$685 – 4483
2025
Q2 		$685 Sell
32
-1
-3% -$25 ﹤0.01% 3820
2025
Q1 		$675 Buy
+33
New +$909 ﹤0.01% 3357
2024
Q4 		– Hold
0
– – – 3745
2024
Q1 		– Sell
-11
Closed -$727 – 2992
2023
Q4 		$727 Sell
11
-10
-48% -$387 ﹤0.01% 2454
2023
Q3 		$886 Buy
+21
New +$846 ﹤0.01% 2278

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return