Means Investment Company’s Wheels Up UP Stock Holding History

Means Investment Company’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
2025 Q4	–	Sell	-600	Closed	-$22.1K	–	195
2025 Q3	$22.1K	Buy	+600	New	+$21.9K	﹤0.01%	188

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

Kore Advisors Boynton Beach, Florida $92.9M AUM 730.09% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Means Investment Company's UP Position: Q4 2025 in Review

Means Investment Company sold out of Wheels Up (UP) in Q4 2025, closing a stake of 600 shares — an estimated $22.1K sold.

Means Investment Company first reported a position in UP in Q3 2025 and held it in 1 quarter. The position peaked at $22.1K in Q3 2025. 90 funds tracked by Wall St. Rank hold UP as of Q4 2025.

Means Investment Company reported no remaining Wheels Up position as of Q4 2025 after selling out during the quarter.
Means Investment Company sold 600 Wheels Up shares in Q4 2025, an estimated $22.1K.
Means Investment Company first reported a position in Wheels Up in Q3 2025 and held it in 1 quarter.
Means Investment Company's Wheels Up position peaked at $22.1K in Q3 2025.
90 funds tracked by Wall St. Rank held Wheels Up as of Q4 2025.

Based on Means Investment Company's 13F filing for Q4 2025, filed 26 Jan 2026.