Arete Wealth Advisors’s Upstart Holdings UPST Stock Holding History

Arete Wealth Advisors’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	-7,984	Closed	-$516K	–	818
2025 Q2	$516K	Buy	+7,984	New	+$391K	0.04%	402

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Arete Wealth Advisors's UPST Position: Q3 2025 in Review

Arete Wealth Advisors sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 7,984 shares — an estimated $516K sold.

Arete Wealth Advisors first reported a position in UPST in Q2 2025 and held it in 1 quarter. The position peaked at $516K in Q2 2025. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

Arete Wealth Advisors reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
Arete Wealth Advisors sold 7,984 Upstart Holdings shares in Q3 2025, an estimated $516K.
Arete Wealth Advisors first reported a position in Upstart Holdings in Q2 2025 and held it in 1 quarter.
Arete Wealth Advisors's Upstart Holdings position peaked at $516K in Q2 2025.
412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Arete Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.