IFC & Insurance Marketing’s Wheels Up UP Stock Holding History

IFC & Insurance Marketing’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	-823	Closed	-$8.5K	–	82
2026 Q1	$8.5K	Buy	823 +45	+6%	+$587	0.01%	72
2025 Q4	$10K	Buy	+778	New	+$17.7K	0.01%	408

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

IFC & Insurance Marketing's UP Position: Q2 2026 in Review

IFC & Insurance Marketing sold out of Wheels Up (UP) in Q2 2026, closing a stake of 823 shares — an estimated $8.5K sold.

IFC & Insurance Marketing first reported a position in UP in Q4 2025 and held it in 2 quarters. The position peaked at $10K in Q4 2025. 60 funds tracked by Wall St. Rank hold UP as of Q2 2026.

IFC & Insurance Marketing reported no remaining Wheels Up position as of Q2 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 823 Wheels Up shares in Q2 2026, an estimated $8.5K.
IFC & Insurance Marketing first reported a position in Wheels Up in Q4 2025 and held it in 2 quarters.
IFC & Insurance Marketing's Wheels Up position peaked at $10K in Q4 2025.
60 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.