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 – 1749
2021
Q1 		$200K Buy
+100
New +$211K ﹤0.01% 1486

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
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mercer Global Advisors's UP Position: Q1 2026 in Review

Mercer Global Advisors sold out of Wheels Up (UP) in Q1 2026, closing a stake of 911 shares — an estimated $12K sold.

Mercer Global Advisors first reported a position in UP in Q1 2021 and held it in 7 quarters. The position peaked at $234K in Q1 2022. 98 funds tracked by Wall St. Rank hold UP as of Q1 2026.

  • Mercer Global Advisors reported no remaining Wheels Up position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 911 Wheels Up shares in Q1 2026, an estimated $12K.
  • Mercer Global Advisors first reported a position in Wheels Up in Q1 2021 and held it in 7 quarters.
  • Mercer Global Advisors's Wheels Up position peaked at $234K in Q1 2022.
  • 98 funds tracked by Wall St. Rank held Wheels Up as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.