Raymond James Financial
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Raymond James Financial’s Wheels Up UP Stock Holding History

Raymond James Financial’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 		$6.26K Sell
606
-80
-12% -$1.04K ﹤0.01% 5267
2025
Q4 		$9.01K Buy
686
+50
+8% +$1.14K ﹤0.01% 5143
2025
Q3 		$23.4K Sell
636
-22
-3% -$802 ﹤0.01% 4892
2025
Q2 		$14.1K Hold
658
– – ﹤0.01% 5754
2025
Q1 		$13.3K Sell
658
-7
-1% -$193 ﹤0.01% 4760
2024
Q4 		$21.9K Buy
+665
New +$28K ﹤0.01% 4715

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $92.9M AUM 730.09% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T 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 $666B 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

Raymond James Financial's UP Position: Q1 2026 in Review

Raymond James Financial reduced its Wheels Up (UP) stake by 12% in Q1 2026, selling an estimated $1.04K and leaving 606 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #5267.

Raymond James Financial first reported a position in UP in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.4K in Q3 2025. 97 funds tracked by Wall St. Rank hold UP as of Q1 2026.

  • Raymond James Financial held 606 shares of Wheels Up worth $6.26K as of Q1 2026.
  • Raymond James Financial sold 80 Wheels Up shares in Q1 2026, an estimated $1.04K.
  • Wheels Up made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #5267 holding.
  • Raymond James Financial first reported a position in Wheels Up in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Wheels Up position peaked at $23.4K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Wheels Up as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.