KA
UP icon

Kore Advisors’s Wheels Up UP Stock Holding History

Kore Advisors’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 		$6.91M Buy
770,231
+10,487
+1% +$80.2K 7.18% 6
2026
Q1 		$7.85M Buy
759,744
+4,709
+0.6% +$61.4K 8.45% 4
2025
Q4 		$9.91M Sell
755,035
-95,290
-11% -$2.17M 7.24% 5
2025
Q3 		$31.3M Sell
850,325
-312,532
-27% -$11.4M 16.51% 3
2025
Q2 		$24.9M Sell
1,162,857
-18,756
-2% -$461K 27.44% 1
2025
Q1 		$23.9M Sell
1,181,613
-19,728
-2% -$543K 20.65% 2
2024
Q4 		$39.6M Sell
1,201,341
-79,091
-6% -$3.33M 9.31% 3
2024
Q3 		$62M Sell
1,280,432
-10,414
-0.8% -$508K 17.8% 2
2024
Q2 		$48.8M Hold
1,290,846
– – 14.08% 2
2024
Q1 		$74.1M Hold
1,290,846
– – 21.26% 2
2023
Q4 		$88.6M Buy
+1,290,846
New +$50M 24.1% 2

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
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
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return

Kore Advisors's UP Position: Q2 2026 in Review

Kore Advisors increased its Wheels Up (UP) stake by 1.4% in Q2 2026, buying an estimated $80.2K and bringing the position to 770,231 shares worth $6.91M. The position accounts for 7.18% of the portfolio, ranked #6.

Kore Advisors first reported a position in UP in Q4 2023 and has held it in 11 quarters since. The position peaked at $88.6M in Q4 2023. 60 funds tracked by Wall St. Rank hold UP as of Q2 2026.

  • Kore Advisors held 770,231 shares of Wheels Up worth $6.91M as of Q2 2026.
  • Kore Advisors bought 10,487 Wheels Up shares in Q2 2026, an estimated $80.2K.
  • Wheels Up made up 7.18% of Kore Advisors's portfolio in Q2 2026, its #6 holding.
  • Kore Advisors first reported a position in Wheels Up in Q4 2023 and has held it in 11 quarters since.
  • Kore Advisors's Wheels Up position peaked at $88.6M in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on Kore Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.