MCM
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MAI Capital Management’s Wheels Up UP Stock Holding History

MAI Capital 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
Q1 		$7.54K Buy
730
+40
+6% +$521 ﹤0.01% 3305
2025
Q4 		$9.05K Hold
690
– – ﹤0.01% 2896
2025
Q3 		$25.4K Hold
690
– – ﹤0.01% 2297
2025
Q2 		$14.8K Hold
690
– – ﹤0.01% 2514
2025
Q1 		$13.9K Hold
690
– – ﹤0.01% 2344
2024
Q4 		$22.8K Hold
690
– – ﹤0.01% 2166
2024
Q3 		$33.4K Sell
690
-5
-0.7% -$244 ﹤0.01% 1066
2024
Q2 		$26.3K Hold
695
– – ﹤0.01% 1218
2024
Q1 		$39.9K Sell
695
-5
-0.7% -$329 ﹤0.01% 1191
2023
Q4 		$48K Hold
700
– – ﹤0.01% 1078
2023
Q3 		$29K Buy
700
+193
+38% +$7.77K ﹤0.01% 1028
2023
Q2 		$11.9K Hold
507
– – ﹤0.01% 1035
2023
Q1 		$64.1K Hold
507
– – ﹤0.01% 998
2022
Q4 		$104K Buy
507
+104
+26% +$26.8K ﹤0.01% 950
2022
Q3 		$93K Hold
403
– – ﹤0.01% 885
2022
Q2 		$157K Hold
403
– – ﹤0.01% 814
2022
Q1 		$251K Hold
403
– – ﹤0.01% 747
2021
Q4 		$374K Hold
403
– – 0.01% 649
2021
Q3 		$532K Buy
+403
New +$661K 0.01% 499

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KA
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VCM
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II
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Geode Capital Management
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VFT
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