William Blair & Company
UP icon

William Blair & Company’s Wheels Up UP Stock Holding History

William Blair & Company’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 		$23.8K Buy
+2,308
New +$30.1K ﹤0.01% 1766
2022
Q3 		– Sell
-113
Closed -$44K – 1888
2022
Q2 		$44K Hold
113
– – ﹤0.01% 1643
2022
Q1 		$70K Sell
113
-808
-88% -$583K ﹤0.01% 1667
2021
Q4 		$855K Sell
921
-1
-0.1% -$1.17K ﹤0.01% 1014
2021
Q3 		$1.22M Buy
+922
New +$1.51M ﹤0.01% 859

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
KCM
Knighthead Capital Management New York $989M AUM 19.8% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $87.8M AUM 730.09% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $677M AUM 57.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T 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 $564B 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