HighTower Advisors
UP icon

HighTower Advisors’s Wheels Up UP Stock Holding History

HighTower 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
-948
Closed -$12.4K – 3951
2025
Q4 		$12.4K Hold
948
– – ﹤0.01% 3629
2025
Q3 		$34.9K Buy
948
+257
+37% +$9.37K ﹤0.01% 3636
2025
Q2 		$14.8K Buy
691
+14
+2% +$344 ﹤0.01% 3624
2025
Q1 		$13.7K Hold
677
– – ﹤0.01% 3537
2024
Q4 		$22.3K Buy
677
+11
+2% +$463 ﹤0.01% 3535
2024
Q3 		$33K Hold
666
– – ﹤0.01% 3462
2024
Q2 		$25K Sell
666
-13
-2% -$623 ﹤0.01% 3376
2024
Q1 		$39K Buy
679
+78
+13% +$5.13K ﹤0.01% 3290
2023
Q4 		$40K Buy
+601
New +$23.3K ﹤0.01% 3335
2023
Q2 		– Sell
-928
Closed -$115K – 3705
2023
Q1 		$115K Hold
928
– – ﹤0.01% 2910
2022
Q4 		$189K Buy
928
+334
+56% +$86.1K ﹤0.01% 2790
2022
Q3 		$135K Sell
594
-85
-13% -$34.1K ﹤0.01% 2705
2022
Q2 		$262K Hold
679
– – ﹤0.01% 2450
2022
Q1 		$418K Buy
679
+50
+8% +$36.1K ﹤0.01% 2303
2021
Q4 		$589K Buy
629
+65
+12% +$75.9K ﹤0.01% 2044
2021
Q3 		$742K Buy
+564
New +$926K ﹤0.01% 1827
2021
Q2 		– Sell
-51
Closed -$102K – 3401
2021
Q1 		$102K Buy
+51
New +$107K ﹤0.01% 2756

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
KCM
Knighthead Capital Management New York $989M AUM 19.8% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $87.8M AUM 730.09% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $677M AUM 57.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM