Instrumental Wealth
UP icon

Instrumental Wealth’s Wheels Up UP Stock Holding History

Instrumental Wealth’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 		$95.7K Hold
29,710
– – 0.05% 89
2026
Q2 		$266K Buy
29,710
+17,999
+154% +$138K 0.13% 64
2026
Q1 		$121K Hold
11,711
– – 0.07% 73
2025
Q4 		$155K Buy
11,711
+5,965
+104% +$136K 0.09% 72
2025
Q3 		$151K Sell
5,746
-266
-4% -$9.7K 0.11% 70
2025
Q2 		$165K Hold
6,012
– – 0.13% 58
2025
Q1 		$101K Hold
6,012
– – 0.09% 55
2024
Q4 		$171K Sell
6,012
-28
-0.5% -$1.18K 0.16% 50
2024
Q3 		$256K Sell
6,040
-290
-5% -$14.1K 0.25% 37
2024
Q2 		$384K Sell
6,330
-3,133
-33% -$150K 0.4% 26
2024
Q1 		$545K Buy
9,463
+1,648
+21% +$108K 0.24% 22
2023
Q4 		$531K Buy
7,815
+5,935
+316% +$230K 0.57% 20
2023
Q3 		$64.3K Buy
+1,880
New +$75.7K 0.08% 36

Other funds holding UP

Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Instrumental Wealth's UP Position: Q3 2026 in Review

Instrumental Wealth held its Wheels Up (UP) position steady in Q3 2026 at 29,710 shares worth $95.7K. The position accounts for 0.05% of the portfolio, ranked #89.

Instrumental Wealth first reported a position in UP in Q3 2023 and has held it in 13 quarters since. The position peaked at $545K in Q1 2024. 7 funds tracked by Wall St. Rank hold UP as of Q3 2026.

  • Instrumental Wealth held 29,710 shares of Wheels Up worth $95.7K as of Q3 2026.
  • Instrumental Wealth left its Wheels Up share count unchanged in Q3 2026.
  • Wheels Up made up 0.05% of Instrumental Wealth's portfolio in Q3 2026, its #89 holding.
  • Instrumental Wealth first reported a position in Wheels Up in Q3 2023 and has held it in 13 quarters since.
  • Instrumental Wealth's Wheels Up position peaked at $545K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Wheels Up as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.