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Prospera Financial Services’s Wheels Up UP Stock Holding History

Prospera Financial Services’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 		– Sell
-550
Closed -$5.68K – 1542
2026
Q1 		$5.68K Hold
550
– – ﹤0.01% 1414
2025
Q4 		$7.22K Buy
+550
New +$12.5K ﹤0.01% 1358
2022
Q4 		– Sell
-68
Closed -$15K – 955
2022
Q3 		$15K Hold
68
– – ﹤0.01% 825
2022
Q2 		$27K Hold
68
– – ﹤0.01% 1154
2022
Q1 		$42K Hold
68
– – ﹤0.01% 1448
2021
Q4 		$63K Buy
68
+2
+3% +$2.33K ﹤0.01% 856
2021
Q3 		$86K Buy
+66
New +$108K ﹤0.01% 778

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

Prospera Financial Services's UP Position: Q2 2026 in Review

Prospera Financial Services sold out of Wheels Up (UP) in Q2 2026, closing a stake of 550 shares — an estimated $5.68K sold.

Prospera Financial Services first reported a position in UP in Q3 2021 and held it in 7 quarters. The position peaked at $86K in Q3 2021. 60 funds tracked by Wall St. Rank hold UP as of Q2 2026.

  • Prospera Financial Services reported no remaining Wheels Up position as of Q2 2026 after selling out during the quarter.
  • Prospera Financial Services sold 550 Wheels Up shares in Q2 2026, an estimated $5.68K.
  • Prospera Financial Services first reported a position in Wheels Up in Q3 2021 and held it in 7 quarters.
  • Prospera Financial Services's Wheels Up position peaked at $86K in Q3 2021.
  • 60 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.