HB Wealth Management’s Controladora Vuela Compania de Aviacion VLRS Stock Holding History

HB Wealth Management’s Portfolio VLRS Stock Details VLRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$239K	Hold	33,018	–	–	﹤0.01%	1344
2025 Q4	$293K	Sell	33,018 -35,295	-52%	-$256K	﹤0.01%	1149
2025 Q3	$490K	Buy	+68,313	New	+$394K	﹤0.01%	863
2025 Q2	–	Sell	-78,313	Closed	-$409K	–	1302
2025 Q1	$409K	Hold	78,313	–	–	﹤0.01%	836
2024 Q4	$583K	Sell	78,313 -2,500	-3%	-$18.7K	0.01%	569
2024 Q3	$512K	Sell	80,813 -570	-0.7%	-$3.47K	0.01%	578
2024 Q2	$518K	Sell	81,383 -19,635	-19%	-$151K	0.01%	539
2024 Q1	$750K	Hold	101,018	–	–	0.01%	400
2023 Q4	$948K	Hold	101,018	–	–	0.01%	328
2023 Q3	$686K	Buy	101,018 +68,000	+206%	+$734K	0.01%	361
2023 Q2	$461K	Hold	33,018	–	–	0.01%	436
2023 Q1	$411K	Hold	33,018	–	–	0.01%	459
2022 Q4	$276K	Buy	+33,018	New	+$293K	0.01%	541

Other funds holding VLRS

Indigo Partners Phoenix, Arizona $267M AUM 9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

TCM

Thomist Capital Management Houston, Texas $371M AUM 77.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HB Wealth Management's VLRS Position: Q1 2026 in Review

HB Wealth Management held its Controladora Vuela Compania de Aviacion (VLRS) position steady in Q1 2026 at 33,018 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

HB Wealth Management first reported a position in VLRS in Q4 2022 and has held it in 13 quarters since. The position peaked at $948K in Q4 2023. 91 funds tracked by Wall St. Rank hold VLRS as of Q1 2026.

HB Wealth Management held 33,018 shares of Controladora Vuela Compania de Aviacion worth $239K as of Q1 2026.
HB Wealth Management left its Controladora Vuela Compania de Aviacion share count unchanged in Q1 2026.
Controladora Vuela Compania de Aviacion made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1344 holding.
HB Wealth Management first reported a position in Controladora Vuela Compania de Aviacion in Q4 2022 and has held it in 13 quarters since.
HB Wealth Management's Controladora Vuela Compania de Aviacion position peaked at $948K in Q4 2023.
91 funds tracked by Wall St. Rank held Controladora Vuela Compania de Aviacion as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.