Investors Research Corp’s Wheels Up UP Stock Holding History

Investors Research Corp’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	$64	Hold	20	–	–	﹤0.01%	773
2026 Q2	$179	Hold	20	–	–	﹤0.01%	778
2026 Q1	$209	Hold	20	–	–	﹤0.01%	816
2025 Q4	$266	Hold	20	–	–	﹤0.01%	818
2025 Q3	$745	Hold	20	–	–	﹤0.01%	821
2025 Q2	$433	Hold	20	–	–	﹤0.01%	888
2025 Q1	$409	Hold	20	–	–	﹤0.01%	922
2024 Q4	$668	Hold	20	–	–	﹤0.01%	895
2024 Q3	$980	Hold	20	–	–	﹤0.01%	913
2024 Q2	$765	Hold	20	–	–	﹤0.01%	998
2024 Q1	$1.16K	Hold	20	–	–	﹤0.01%	947
2023 Q4	$1.39K	Hold	20	–	–	﹤0.01%	968
2023 Q3	$838	Buy	+20	New	+$806	﹤0.01%	1008

Other funds holding UP

FFA

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

Investors Research Corp's UP Position: Q3 2026 in Review

Investors Research Corp held its Wheels Up (UP) position steady in Q3 2026 at 20 shares worth $64. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Investors Research Corp first reported a position in UP in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.39K in Q4 2023. 3 funds tracked by Wall St. Rank hold UP as of Q3 2026.

Investors Research Corp held 20 shares of Wheels Up worth $64 as of Q3 2026.
Investors Research Corp left its Wheels Up share count unchanged in Q3 2026.
Wheels Up made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #773 holding.
Investors Research Corp first reported a position in Wheels Up in Q3 2023 and has held it in 13 quarters since.
Investors Research Corp's Wheels Up position peaked at $1.39K in Q4 2023.
3 funds tracked by Wall St. Rank held Wheels Up as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.