Inspire Investing’s Wheels Up UP Stock Holding History

Inspire Investing’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 Q3	–	Sell	-80,376	Closed	-$721K	–	1389
2026 Q2	$721K	Buy	80,376 +24,660	+44%	+$188K	0.03%	484
2026 Q1	$576K	Buy	55,716 +16,670	+43%	+$217K	0.03%	440
2025 Q4	$513K	Buy	39,046 +26,477	+211%	+$603K	0.05%	325
2025 Q3	$463K	Buy	+12,569	New	+$458K	0.05%	347

Other funds holding UP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Inspire Investing's UP Position: Q3 2026 in Review

Inspire Investing sold out of Wheels Up (UP) in Q3 2026, closing a stake of 80,376 shares — an estimated $721K sold.

Inspire Investing first reported a position in UP in Q3 2025 and held it in 4 quarters. The position peaked at $721K in Q2 2026. 22 funds tracked by Wall St. Rank hold UP as of Q3 2026.

Inspire Investing reported no remaining Wheels Up position as of Q3 2026 after selling out during the quarter.
Inspire Investing sold 80,376 Wheels Up shares in Q3 2026, an estimated $721K.
Inspire Investing first reported a position in Wheels Up in Q3 2025 and held it in 4 quarters.
Inspire Investing's Wheels Up position peaked at $721K in Q2 2026.
22 funds tracked by Wall St. Rank held Wheels Up as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.