Nisa Investment Advisors
UP icon

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
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 $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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return