GRP
UP icon

Global Retirement Partners’s Wheels Up UP Stock Holding History

Global Retirement Partners’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 		$135 Buy
+15
New +$115 ﹤0.01% 4418
2025
Q4 		$198 Buy
+15
New +$342 ﹤0.01% 4108
2024
Q4 		– Sell
-25
Closed -$1.21K – 3784
2024
Q3 		$1.21K Hold
25
– – ﹤0.01% 3094
2024
Q2 		$945 Hold
25
– – ﹤0.01% 3180
2024
Q1 		$1.44K Hold
25
– – ﹤0.01% 2870
2023
Q4 		$1.96K Buy
+25
New +$968 ﹤0.01% 2687

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

Global Retirement Partners's UP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Wheels Up (UP) in Q2 2026: 15 shares worth $135. The stake represents ﹤0.01% of the portfolio and ranks #4418 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UP as recently as Q4 2025.

Global Retirement Partners first reported a position in UP in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.96K in Q4 2023. 59 funds tracked by Wall St. Rank hold UP as of Q2 2026.

  • Global Retirement Partners held 15 shares of Wheels Up worth $135 as of Q2 2026.
  • Wheels Up was a new Global Retirement Partners position in Q2 2026.
  • Wheels Up made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4418 holding.
  • Global Retirement Partners first reported a position in Wheels Up in Q4 2023 and has held it in 6 quarters since.
  • Global Retirement Partners's Wheels Up position peaked at $1.96K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.