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Activest Wealth Management’s Upstart Holdings UPST Stock Holding History

Activest Wealth Management’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1
Closed -$70 – 1197
2025
Q2 		$65 Hold
1
– – ﹤0.01% 987
2025
Q1 		$46 Hold
1
– – ﹤0.01% 995
2024
Q4 		$62 Hold
1
– – ﹤0.01% 730
2024
Q3 		$40 Hold
1
– – ﹤0.01% 540
2024
Q2 		$24 Buy
+1
New +$24 ﹤0.01% 510
2022
Q4 		– Sell
-1,350
Closed -$28K – 474
2022
Q3 		$28K Buy
+1,350
New +$36.3K 0.01% 221

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Activest Wealth Management's UPST Position: Q3 2025 in Review

Activest Wealth Management sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 1 share — an estimated $70 sold.

Activest Wealth Management first reported a position in UPST in Q3 2022 and held it in 6 quarters. The position peaked at $28K in Q3 2022. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Activest Wealth Management reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • Activest Wealth Management sold 1 Upstart Holdings share in Q3 2025, an estimated $70.
  • Activest Wealth Management first reported a position in Upstart Holdings in Q3 2022 and held it in 6 quarters.
  • Activest Wealth Management's Upstart Holdings position peaked at $28K in Q3 2022.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Activest Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.