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Ameritas Advisory Services’s Upstart Holdings UPST Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-150
Closed -$7.62K – 2050
2025
Q3 		$7.62K Sell
150
-382
-72% -$26.9K ﹤0.01% 1740
2025
Q2 		$34.4K Buy
+532
New +$26.1K ﹤0.01% 1482
2023
Q2 		– Sell
-1,147
Closed -$17.1K – 2408
2023
Q1 		$17.1K Buy
+1,147
New +$19.3K ﹤0.01% 1715

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameritas Advisory Services's UPST Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 150 shares — an estimated $7.62K sold.

Ameritas Advisory Services first reported a position in UPST in Q1 2023 and held it in 3 quarters. The position peaked at $34.4K in Q2 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 150 Upstart Holdings shares in Q4 2025, an estimated $7.62K.
  • Ameritas Advisory Services first reported a position in Upstart Holdings in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Upstart Holdings position peaked at $34.4K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.