Farther Finance Advisors’s Wheels Up UP Stock Holding History

Farther Finance 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
2026 Q3	$2.93K	Buy	910 +640	+237%	+$3.4K	﹤0.01%	5255
2026 Q2	$2.42K	Sell	270 -1	-0.4%	-$8	﹤0.01%	5105
2026 Q1	$2.62K	Hold	271	–	–	﹤0.01%	4789
2025 Q4	$3.56K	Buy	271 +265	+4,417%	+$6.04K	﹤0.01%	4467
2025 Q3	$210	Hold	6	–	–	﹤0.01%	4711
2025 Q2	$122	Sell	6 -1	-14%	-$25	﹤0.01%	4286
2025 Q1	$141	Hold	7	–	–	﹤0.01%	4017
2024 Q4	$238	Hold	7	–	–	﹤0.01%	3619
2024 Q3	$348	Buy	7 +1	+17%	+$49	﹤0.01%	3509
2024 Q2	$253	Hold	6	–	–	﹤0.01%	3442
2024 Q1	$328	Buy	+6	New	+$395	﹤0.01%	3143

Other funds holding UP

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Farther Finance Advisors's UP Position: Q3 2026 in Review

Farther Finance Advisors increased its Wheels Up (UP) stake by 237% in Q3 2026, buying an estimated $3.4K and bringing the position to 910 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #5255.

Farther Finance Advisors first reported a position in UP in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.56K in Q4 2025. 3 funds tracked by Wall St. Rank hold UP as of Q3 2026.

Farther Finance Advisors held 910 shares of Wheels Up worth $2.93K as of Q3 2026.
Farther Finance Advisors bought 640 Wheels Up shares in Q3 2026, an estimated $3.4K.
Wheels Up made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5255 holding.
Farther Finance Advisors first reported a position in Wheels Up in Q1 2024 and has held it in 11 quarters since.
Farther Finance Advisors's Wheels Up position peaked at $3.56K in Q4 2025.
3 funds tracked by Wall St. Rank held Wheels Up as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.