Wealthspire Advisors (New York)’s Wheels Up UP Stock Holding History

Wealthspire Advisors (New York)’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	-516	Closed	-$5.33K	–	1327
2026 Q1	$5.33K	Buy	+516	New	+$6.73K	﹤0.01%	931
2025 Q4	–	Sell	-344	Closed	-$12.7K	–	2792
2025 Q3	$12.7K	Buy	+344	New	+$12.5K	﹤0.01%	1900
2024 Q2	–	Sell	-594	Closed	-$34.1K	–	692
2024 Q1	$34.1K	Hold	594	–	–	﹤0.01%	631
2023 Q4	$40.7K	Sell	594 -210	-26%	-$8.13K	﹤0.01%	637
2023 Q3	$33.3K	Hold	804	–	–	﹤0.01%	588
2023 Q2	$18.8K	Hold	804	–	–	﹤0.01%	558
2023 Q1	$102K	Hold	804	–	–	﹤0.01%	517
2022 Q4	$166K	Hold	804	–	–	﹤0.01%	551
2022 Q3	$185K	Hold	804	–	–	﹤0.01%	483
2022 Q2	$314K	Hold	804	–	–	0.01%	390
2022 Q1	$500K	Hold	804	–	–	0.01%	272
2021 Q4	$746K	Sell	804 -6	-0.7%	-$7K	0.02%	262
2021 Q3	$1.07M	Buy	+810	New	+$1.33M	0.02%	237

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

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s UP Position: Q2 2026 in Review

Wealthspire Advisors (New York) sold out of Wheels Up (UP) in Q2 2026, closing a stake of 516 shares — an estimated $5.33K sold.

Wealthspire Advisors (New York) first reported a position in UP in Q3 2021 and held it in 13 quarters. The position peaked at $1.07M in Q3 2021. 60 funds tracked by Wall St. Rank hold UP as of Q2 2026.

Wealthspire Advisors (New York) reported no remaining Wheels Up position as of Q2 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 516 Wheels Up shares in Q2 2026, an estimated $5.33K.
Wealthspire Advisors (New York) first reported a position in Wheels Up in Q3 2021 and held it in 13 quarters.
Wealthspire Advisors (New York)'s Wheels Up position peaked at $1.07M in Q3 2021.
60 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.