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
Q2 		$80.4K Buy
8,959
+4,278
+91% +$32.7K ﹤0.01% 6341
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
-913
-13% -$60.1K ﹤0.01% 5477
2023
Q4 		$482K Buy
7,027
+1,078
+18% +$41.7K ﹤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 $391M AUM 6.2% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $3.37B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's UP Position: Q2 2026 in Review

Morgan Stanley increased its Wheels Up (UP) stake by 91% in Q2 2026, buying an estimated $32.7K and bringing the position to 8,959 shares worth $80.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6341.

Morgan Stanley first reported a position in UP in Q2 2021 and has held it in 21 quarters since. The position peaked at $9.85M in Q1 2022. 60 funds tracked by Wall St. Rank hold UP as of Q2 2026.

  • Morgan Stanley held 8,959 shares of Wheels Up worth $80.4K as of Q2 2026.
  • Morgan Stanley bought 4,278 Wheels Up shares in Q2 2026, an estimated $32.7K.
  • Wheels Up made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6341 holding.
  • Morgan Stanley first reported a position in Wheels Up in Q2 2021 and has held it in 21 quarters since.
  • Morgan Stanley's Wheels Up position peaked at $9.85M in Q1 2022.
  • 60 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.