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SBI Securities’s Wheels Up UP Stock Holding History

SBI Securities’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 		$2.33K Buy
260
+3
+1% +$23 ﹤0.01% 2500
2026
Q1 		$2.65K Buy
257
+160
+165% +$2.09K ﹤0.01% 2316
2025
Q4 		$1.27K Buy
97
+1
+1% +$23 ﹤0.01% 2553
2025
Q3 		$3.55K Sell
96
-5
-5% -$182 ﹤0.01% 2192
2025
Q2 		$2.17K Hold
101
– – ﹤0.01% 2351
2025
Q1 		$2.04K Sell
101
-7
-6% -$193 ﹤0.01% 2286
2024
Q4 		$3.58K Buy
+108
New +$4.54K ﹤0.01% 2052

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

SBI Securities's UP Position: Q2 2026 in Review

SBI Securities increased its Wheels Up (UP) stake by 1.2% in Q2 2026, buying an estimated $23 and bringing the position to 260 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

SBI Securities first reported a position in UP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.58K in Q4 2024. 60 funds tracked by Wall St. Rank hold UP as of Q2 2026.

  • SBI Securities held 260 shares of Wheels Up worth $2.33K as of Q2 2026.
  • SBI Securities bought 3 Wheels Up shares in Q2 2026, an estimated $23.
  • Wheels Up made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2500 holding.
  • SBI Securities first reported a position in Wheels Up in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Wheels Up position peaked at $3.58K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.