Meridian Wealth Management’s Wheels Up UP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-570
Closed -$5.88K 870
2026
Q1
$5.88K Buy
+570
New +$7.43K ﹤0.01% 775

Other funds holding UP

Meridian Wealth Management's UP Position: Q2 2026 in Review

Meridian Wealth Management sold out of Wheels Up (UP) in Q2 2026, closing a stake of 570 shares — an estimated $5.88K sold.

Meridian Wealth Management first reported a position in UP in Q1 2026 and held it in 1 quarter. The position peaked at $5.88K in Q1 2026. 60 funds tracked by Wall St. Rank hold UP as of Q2 2026.

  • Meridian Wealth Management reported no remaining Wheels Up position as of Q2 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 570 Wheels Up shares in Q2 2026, an estimated $5.88K.
  • Meridian Wealth Management first reported a position in Wheels Up in Q1 2026 and held it in 1 quarter.
  • Meridian Wealth Management's Wheels Up position peaked at $5.88K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.