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Arbor Wealth Management (Arizona)’s Upstart Holdings UPST Stock Holding History

Arbor Wealth Management (Arizona)’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 		– Sell
-2,296
Closed -$100K – 88
2025
Q4 		$100K Buy
+2,296
New +$106K 0.08% 36

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Arbor Wealth Management (Arizona)'s UPST Position: Q1 2026 in Review

Arbor Wealth Management (Arizona) sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 2,296 shares — an estimated $100K sold.

Arbor Wealth Management (Arizona) first reported a position in UPST in Q4 2025 and held it in 1 quarter. The position peaked at $100K in Q4 2025. 340 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Arbor Wealth Management (Arizona) reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Arbor Wealth Management (Arizona) sold 2,296 Upstart Holdings shares in Q1 2026, an estimated $100K.
  • Arbor Wealth Management (Arizona) first reported a position in Upstart Holdings in Q4 2025 and held it in 1 quarter.
  • Arbor Wealth Management (Arizona)'s Upstart Holdings position peaked at $100K in Q4 2025.
  • 340 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Arbor Wealth Management (Arizona)'s 13F filing for Q1 2026, filed 31 Aug 2026.