AWM
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Apollon Wealth Management’s Upstart Holdings UPST Stock Holding History

Apollon 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
2026
Q1 		$793K Sell
30,910
-3,948
-11% -$139K 0.01% 689
2025
Q4 		$1.52M Buy
34,858
+12,077
+53% +$556K 0.03% 434
2025
Q3 		$1.16M Sell
22,781
-278
-1% -$19.6K 0.02% 527
2025
Q2 		$1.49M Buy
23,059
+4,548
+25% +$223K 0.03% 427
2025
Q1 		$852K Buy
18,511
+1,533
+9% +$95.3K 0.02% 554
2024
Q4 		$1.05M Buy
16,978
+1,547
+10% +$96.4K 0.02% 497
2024
Q3 		$617K Sell
15,431
-347
-2% -$11.5K 0.02% 630
2024
Q2 		$372K Buy
15,778
+925
+6% +$22.3K 0.01% 785
2024
Q1 		$399K Buy
14,853
+2,263
+18% +$66.9K 0.01% 769
2023
Q4 		$514K Buy
12,590
+2,938
+30% +$89.4K 0.02% 637
2023
Q3 		$275K Buy
9,652
+1,498
+18% +$60.2K 0.01% 728
2023
Q2 		$292K Buy
+8,154
New +$188K 0.01% 750
2022
Q2 		– Sell
-4,100
Closed -$447K – 809
2022
Q1 		$447K Buy
4,100
+1,532
+60% +$177K 0.03% 490
2021
Q4 		$389K Buy
+2,568
New +$641K 0.03% 519

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Apollon Wealth Management's UPST Position: Q1 2026 in Review

Apollon Wealth Management reduced its Upstart Holdings (UPST) stake by 11% in Q1 2026, selling an estimated $139K and leaving 30,910 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #689.

Apollon Wealth Management first reported a position in UPST in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.52M in Q4 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Apollon Wealth Management held 30,910 shares of Upstart Holdings worth $793K as of Q1 2026.
  • Apollon Wealth Management sold 3,948 Upstart Holdings shares in Q1 2026, an estimated $139K.
  • Upstart Holdings made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #689 holding.
  • Apollon Wealth Management first reported a position in Upstart Holdings in Q4 2021 and has held it in 14 quarters since.
  • Apollon Wealth Management's Upstart Holdings position peaked at $1.52M in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.