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Sunbelt Securities’s Wheels Up UP Stock Holding History

Sunbelt 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
Q1 		$258 Hold
25
– – ﹤0.01% 2455
2025
Q4 		$328 Buy
+25
New +$570 ﹤0.01% 2336

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
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sunbelt Securities's UP Position: Q1 2026 in Review

Sunbelt Securities held its Wheels Up (UP) position steady in Q1 2026 at 25 shares worth $258. The position accounts for ﹤0.01% of the portfolio, ranked #2455.

Sunbelt Securities first reported a position in UP in Q4 2025 and has held it in 2 quarters since. The position peaked at $328 in Q4 2025. 98 funds tracked by Wall St. Rank hold UP as of Q1 2026.

  • Sunbelt Securities held 25 shares of Wheels Up worth $258 as of Q1 2026.
  • Sunbelt Securities left its Wheels Up share count unchanged in Q1 2026.
  • Wheels Up made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2455 holding.
  • Sunbelt Securities first reported a position in Wheels Up in Q4 2025 and has held it in 2 quarters since.
  • Sunbelt Securities's Wheels Up position peaked at $328 in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Wheels Up as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.