Legal & General Group’s Wheels Up UP Stock Holding History

Legal & General Group’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	$6.3K	Buy	+704	New	+$5.38K	﹤0.01%	3358
2025 Q2	–	Sell	-470	Closed	-$9.45K	–	3547
2025 Q1	$9.45K	Hold	470	–	–	﹤0.01%	3183
2024 Q4	$15.5K	Sell	470 -27	-5%	-$1.14K	﹤0.01%	3121
2024 Q3	$23.9K	Hold	497	–	–	﹤0.01%	2978
2024 Q2	$18.9K	Buy	+497	New	+$23.8K	﹤0.01%	3041
2023 Q2	–	Sell	-112	Closed	-$14.2K	–	3517
2023 Q1	$14.2K	Hold	112	–	–	﹤0.01%	3148
2022 Q4	$23K	Sell	112 -75	-40%	-$19.3K	﹤0.01%	3121
2022 Q3	$43K	Buy	187 +27	+17%	+$10.8K	﹤0.01%	3009
2022 Q2	$62K	Sell	160 -52	-25%	-$27.8K	﹤0.01%	2964
2022 Q1	$132K	Buy	212 +141	+199%	+$102K	﹤0.01%	2802
2021 Q4	$66K	Buy	+71	New	+$82.9K	﹤0.01%	2985

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

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group's UP Position: Q2 2026 in Review

Legal & General Group opened a new position in Wheels Up (UP) in Q2 2026: 704 shares worth $6.3K. The stake represents ﹤0.01% of the portfolio and ranks #3358 among its holdings. This is a return to the name: Legal & General Group previously reported a position in UP as recently as Q1 2025.

Legal & General Group first reported a position in UP in Q4 2021 and has held it in 11 quarters since. The position peaked at $132K in Q1 2022. 59 funds tracked by Wall St. Rank hold UP as of Q2 2026.

Legal & General Group held 704 shares of Wheels Up worth $6.3K as of Q2 2026.
Wheels Up was a new Legal & General Group position in Q2 2026.
Wheels Up made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #3358 holding.
Legal & General Group first reported a position in Wheels Up in Q4 2021 and has held it in 11 quarters since.
Legal & General Group's Wheels Up position peaked at $132K in Q1 2022.
59 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.