HHM Wealth Advisors’s Wheels Up UP Stock Holding History

HHM Wealth 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 Q2	–	Sell	-100	Closed	-$1.03K	–	945
2026 Q1	$1.03K	Hold	100	–	–	﹤0.01%	832
2025 Q4	$1.31K	Buy	+100	New	+$2.28K	﹤0.01%	786

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

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HHM Wealth Advisors's UP Position: Q2 2026 in Review

HHM Wealth Advisors sold out of Wheels Up (UP) in Q2 2026, closing a stake of 100 shares — an estimated $1.03K sold.

HHM Wealth Advisors first reported a position in UP in Q4 2025 and held it in 2 quarters. The position peaked at $1.31K in Q4 2025. 60 funds tracked by Wall St. Rank hold UP as of Q2 2026.

HHM Wealth Advisors reported no remaining Wheels Up position as of Q2 2026 after selling out during the quarter.
HHM Wealth Advisors sold 100 Wheels Up shares in Q2 2026, an estimated $1.03K.
HHM Wealth Advisors first reported a position in Wheels Up in Q4 2025 and held it in 2 quarters.
HHM Wealth Advisors's Wheels Up position peaked at $1.31K in Q4 2025.
60 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.