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Kestra Private Wealth Services’s Wheels Up UP Stock Holding History

Kestra Private Wealth Services’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
-725
Closed -$7.49K – 1912
2026
Q1 		$7.49K Sell
725
-8
-1% -$104 ﹤0.01% 1756
2025
Q4 		$9.62K Buy
733
+50
+7% +$1.14K ﹤0.01% 1719
2025
Q3 		$25.1K Buy
+683
New +$24.9K ﹤0.01% 1652
2023
Q2 		– Sell
-193
Closed -$24.4K – 1136
2023
Q1 		$24.4K Buy
+193
New +$42.8K ﹤0.01% 1034
2022
Q4 		– Sell
-105
Closed -$24K – 988
2022
Q3 		$24K Buy
105
+17
+19% +$6.82K ﹤0.01% 881
2022
Q2 		$34K Buy
88
+20
+29% +$10.7K ﹤0.01% 888
2022
Q1 		$42K Buy
+68
New +$49.1K ﹤0.01% 954

Other funds holding UP

IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
FA
Fedenia Advisers Madison, Wisconsin $421M AUM 96.46% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Kestra Private Wealth Services's UP Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Wheels Up (UP) in Q2 2026, closing a stake of 725 shares — an estimated $7.49K sold.

Kestra Private Wealth Services first reported a position in UP in Q1 2022 and held it in 7 quarters. The position peaked at $42K in Q1 2022. 8 funds tracked by Wall St. Rank hold UP as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining Wheels Up position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 725 Wheels Up shares in Q2 2026, an estimated $7.49K.
  • Kestra Private Wealth Services first reported a position in Wheels Up in Q1 2022 and held it in 7 quarters.
  • Kestra Private Wealth Services's Wheels Up position peaked at $42K in Q1 2022.
  • 8 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.