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Keudell/Morrison Wealth Management’s Wheels Up UP Stock Holding History

Keudell/Morrison Wealth Management’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
-848
Closed -$8.76K – 271
2026
Q1 		$8.76K Buy
+848
New +$11.1K ﹤0.01% 245

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
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $3.37B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Keudell/Morrison Wealth Management's UP Position: Q2 2026 in Review

Keudell/Morrison Wealth Management sold out of Wheels Up (UP) in Q2 2026, closing a stake of 848 shares — an estimated $8.76K sold.

Keudell/Morrison Wealth Management first reported a position in UP in Q1 2026 and held it in 1 quarter. The position peaked at $8.76K in Q1 2026. 60 funds tracked by Wall St. Rank hold UP as of Q2 2026.

  • Keudell/Morrison Wealth Management reported no remaining Wheels Up position as of Q2 2026 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 848 Wheels Up shares in Q2 2026, an estimated $8.76K.
  • Keudell/Morrison Wealth Management first reported a position in Wheels Up in Q1 2026 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's Wheels Up position peaked at $8.76K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.