KA
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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
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 $378M AUM 12.68% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return