Russell Investments Group
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Russell Investments Group’s Wheels Up UP Stock Holding History

Russell Investments Group’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 		$3.88K Buy
+433
New +$3.31K ﹤0.01% 4068
2025
Q4 		– Sell
-321
Closed -$11.8K – 4264
2025
Q3 		$11.8K Sell
321
-76
-19% -$2.77K ﹤0.01% 3751
2025
Q2 		$8.5K Buy
397
+140
+54% +$3.44K ﹤0.01% 3362
2025
Q1 		$5.18K Buy
257
+240
+1,412% +$6.61K ﹤0.01% 3352
2024
Q4 		$545 Buy
+17
New +$715 ﹤0.01% 3597
2023
Q1 		– Sell
-669
Closed -$138K – 3393
2022
Q4 		$138K Buy
+669
New +$173K ﹤0.01% 2619

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

Russell Investments Group's UP Position: Q2 2026 in Review

Russell Investments Group opened a new position in Wheels Up (UP) in Q2 2026: 433 shares worth $3.88K. The stake represents ﹤0.01% of the portfolio and ranks #4068 among its holdings. This is a return to the name: Russell Investments Group previously reported a position in UP as recently as Q3 2025.

Russell Investments Group first reported a position in UP in Q4 2022 and has held it in 6 quarters since. The position peaked at $138K in Q4 2022. 60 funds tracked by Wall St. Rank hold UP as of Q2 2026.

  • Russell Investments Group held 433 shares of Wheels Up worth $3.88K as of Q2 2026.
  • Wheels Up was a new Russell Investments Group position in Q2 2026.
  • Wheels Up made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #4068 holding.
  • Russell Investments Group first reported a position in Wheels Up in Q4 2022 and has held it in 6 quarters since.
  • Russell Investments Group's Wheels Up position peaked at $138K in Q4 2022.
  • 60 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.