Nisa Investment Advisors
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Nisa Investment Advisors’s Wheels Up UP Stock Holding History

Nisa Investment 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
Q2 		$1.79K Buy
+200
New +$1.53K ﹤0.01% 2767
2025
Q4 		– Sell
-45
Closed -$1.66K – 3094
2025
Q3 		$1.66K Hold
45
– – ﹤0.01% 2656
2025
Q2 		$967 Buy
45
+17
+61% +$418 ﹤0.01% 2743
2025
Q1 		$559 Buy
28
+14
+100% +$386 ﹤0.01% 2772
2024
Q4 		$450 Sell
14
-2
-13% -$84 ﹤0.01% 2846
2024
Q3 		$753 Buy
+16
New +$780 ﹤0.01% 2638
2023
Q2 		– Sell
-2
Closed – – 2874
2023
Q1 		$0 Sell
2
-42
-95% -$9.31K ﹤0.01% 2717
2022
Q4 		$9K Sell
44
-15
-25% -$3.87K ﹤0.01% 2232
2022
Q3 		$20K Buy
+59
New +$23.7K ﹤0.01% 2056

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

Nisa Investment Advisors's UP Position: Q2 2026 in Review

Nisa Investment Advisors opened a new position in Wheels Up (UP) in Q2 2026: 200 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #2767 among its holdings. This is a return to the name: Nisa Investment Advisors previously reported a position in UP as recently as Q3 2025.

Nisa Investment Advisors first reported a position in UP in Q3 2022 and has held it in 9 quarters since. The position peaked at $20K in Q3 2022. 59 funds tracked by Wall St. Rank hold UP as of Q2 2026.

  • Nisa Investment Advisors held 200 shares of Wheels Up worth $1.79K as of Q2 2026.
  • Wheels Up was a new Nisa Investment Advisors position in Q2 2026.
  • Wheels Up made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2767 holding.
  • Nisa Investment Advisors first reported a position in Wheels Up in Q3 2022 and has held it in 9 quarters since.
  • Nisa Investment Advisors's Wheels Up position peaked at $20K in Q3 2022.
  • 59 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.