Morgan Stanley
UP icon

Morgan Stanley’s Wheels Up UP Stock Holding History

Morgan Stanley’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 		$48.4K Buy
4,681
+146
+3% +$1.9K ﹤0.01% 6436
2025
Q4 		$59.5K Sell
4,535
-2,320
-34% -$52.9K ﹤0.01% 6381
2025
Q3 		$252K Sell
6,855
-1,922
-22% -$70.1K ﹤0.01% 5800
2025
Q2 		$188K Buy
8,777
+1,483
+20% +$36.5K ﹤0.01% 5877
2025
Q1 		$147K Sell
7,294
-3,478
-32% -$95.8K ﹤0.01% 5853
2024
Q4 		$355K Sell
10,772
-3,288
-23% -$138K ﹤0.01% 5560
2024
Q3 		$680K Sell
14,060
-612
-4% -$29.9K ﹤0.01% 5250
2024
Q2 		$555K Buy
14,672
+8,558
+140% +$410K ﹤0.01% 5245
2024
Q1 		$351K Sell
6,114
-7,939
-56% -$522K ﹤0.01% 5477
2023
Q4 		$964K Buy
14,053
+8,104
+136% +$314K ﹤0.01% 5315
2023
Q3 		$246K Buy
5,949
+631
+12% +$25.4K ﹤0.01% 5491
2023
Q2 		$124K Sell
5,318
-885
-14% -$62.5K ﹤0.01% 5849
2023
Q1 		$785K Buy
6,203
+963
+18% +$214K ﹤0.01% 5001
2022
Q4 		$1.08M Buy
5,240
+1,609
+44% +$415K ﹤0.01% 4828
2022
Q3 		$836K Buy
3,631
+392
+12% +$157K ﹤0.01% 4982
2022
Q2 		$1.26M Sell
3,239
-12,593
-80% -$6.73M ﹤0.01% 4868
2022
Q1 		$9.85M Buy
15,832
+14,478
+1,069% +$10.4M ﹤0.01% 2921
2021
Q4 		$1.26M Sell
1,354
-977
-42% -$1.14M ﹤0.01% 4912
2021
Q3 		$3.07M Buy
2,331
+2,325
+38,750% +$3.82M ﹤0.01% 4199
2021
Q2 		$12K Buy
+6
New +$12K ﹤0.01% 7188

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
KCM
Knighthead Capital Management New York $989M AUM 19.8% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $87.8M AUM 730.09% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $677M AUM 57.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM