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IFP Advisors’s Wheels Up UP Stock Holding History

IFP 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
-75
Closed -$984 – 5167
2025
Q4 		$984 Sell
75
-2
-3% -$46 ﹤0.01% 4075
2025
Q3 		$2.85K Sell
77
-79
-51% -$2.88K ﹤0.01% 3548
2025
Q2 		$3.34K Buy
156
+6
+4% +$147 ﹤0.01% 3639
2025
Q1 		$3.03K Hold
150
– – ﹤0.01% 3011
2024
Q4 		$4.95K Buy
+150
New +$6.31K ﹤0.01% 2799
2023
Q1 		– Sell
-1
Closed -$1K – 4386
2022
Q4 		$1K Sell
1
-2
-67% -$516 ﹤0.01% 4493
2022
Q3 		$7K Sell
3
-2
-40% -$802 ﹤0.01% 3884
2022
Q2 		$10K Hold
5
– – ﹤0.01% 3428
2022
Q1 		$10K Buy
5
+4
+400% +$2.89K ﹤0.01% 3428
2021
Q4 		$1K Hold
1
– – ﹤0.01% 3132
2021
Q3 		$1K Buy
+1
New +$1.64K ﹤0.01% 3144
2021
Q2 		– Sell
-5
Closed -$10K – 3245
2021
Q1 		$11K Buy
+5
New +$10.5K ﹤0.01% 2113

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
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP Advisors's UP Position: Q1 2026 in Review

IFP Advisors sold out of Wheels Up (UP) in Q1 2026, closing a stake of 75 shares — an estimated $984 sold.

IFP Advisors first reported a position in UP in Q1 2021 and held it in 12 quarters. The position peaked at $11K in Q1 2021. 98 funds tracked by Wall St. Rank hold UP as of Q1 2026.

  • IFP Advisors reported no remaining Wheels Up position as of Q1 2026 after selling out during the quarter.
  • IFP Advisors sold 75 Wheels Up shares in Q1 2026, an estimated $984.
  • IFP Advisors first reported a position in Wheels Up in Q1 2021 and held it in 12 quarters.
  • IFP Advisors's Wheels Up position peaked at $11K in Q1 2021.
  • 98 funds tracked by Wall St. Rank held Wheels Up as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.