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Garton & Associates Financial Advisors’s Wheels Up UP Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-50
Closed -$656 – 659
2025
Q4 		$656 Buy
+50
New +$1.14K ﹤0.01% 1145

Other funds holding UP

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KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Garton & Associates Financial Advisors's UP Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Wheels Up (UP) in Q1 2026, closing a stake of 50 shares — an estimated $656 sold.

Garton & Associates Financial Advisors first reported a position in UP in Q4 2025 and held it in 1 quarter. The position peaked at $656 in Q4 2025. 97 funds tracked by Wall St. Rank hold UP as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Wheels Up position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 50 Wheels Up shares in Q1 2026, an estimated $656.
  • Garton & Associates Financial Advisors first reported a position in Wheels Up in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Wheels Up position peaked at $656 in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Wheels Up as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.