Mercer Global Advisors
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Mercer Global Advisors’s Wheels Up UP Stock Holding History

Mercer Global 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 		– Sell
-911
Closed -$12K – 3349
2025
Q4 		$12K Buy
+911
New +$20.8K ﹤0.01% 2833
2022
Q4 		– Sell
-206
Closed -$47K – 1993
2022
Q3 		$47K Sell
206
-170
-45% -$68.1K ﹤0.01% 1775
2022
Q2 		$147K Hold
376
– – ﹤0.01% 1682
2022
Q1 		$234K Buy
376
+125
+50% +$90.2K ﹤0.01% 1640
2021
Q4 		$232K Buy
251
+75
+43% +$87.5K ﹤0.01% 1587
2021
Q3 		$231K Buy
+176
New +$289K ﹤0.01% 1551
2021
Q2 		– Sell
-100
Closed -$200K – 1750
2021
Q1 		$200K Buy
+100
New +$211K ﹤0.01% 1486

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KA
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MCM
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VCM
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BlackRock
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II
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UBS Group
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Geode Capital Management
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VFT
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