HWM
UP icon

HB Wealth Management’s Wheels Up UP Stock Holding History

HB Wealth Management’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 		– Sell
-550
Closed -$5.68K – 1788
2026
Q1 		$5.68K Buy
+550
New +$7.17K ﹤0.01% 1546
2024
Q4 		– Sell
-647
Closed -$31.3K – 1120
2024
Q3 		$31.3K Hold
647
– – ﹤0.01% 959
2024
Q2 		$24.5K Buy
+647
New +$31K ﹤0.01% 920

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

HB Wealth Management's UP Position: Q2 2026 in Review

HB Wealth Management sold out of Wheels Up (UP) in Q2 2026, closing a stake of 550 shares — an estimated $5.68K sold.

HB Wealth Management first reported a position in UP in Q2 2024 and held it in 3 quarters. The position peaked at $31.3K in Q3 2024. 60 funds tracked by Wall St. Rank hold UP as of Q2 2026.

  • HB Wealth Management reported no remaining Wheels Up position as of Q2 2026 after selling out during the quarter.
  • HB Wealth Management sold 550 Wheels Up shares in Q2 2026, an estimated $5.68K.
  • HB Wealth Management first reported a position in Wheels Up in Q2 2024 and held it in 3 quarters.
  • HB Wealth Management's Wheels Up position peaked at $31.3K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.