Atria Wealth Solutions’s Upstart Holdings UPST Stock Holding History

Atria Wealth Solutions’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 Q2	$604K	Buy	8,930 +964	+12%	+$47.3K	0.01%	831
2025 Q1	$367K	Sell	7,966 -11,043	-58%	-$686K	﹤0.01%	1369
2024 Q4	$1.17M	Buy	19,009 +12,378	+187%	+$772K	0.01%	870
2024 Q3	$265K	Buy	+6,631	New	+$221K	﹤0.01%	1592
2024 Q1	–	Sell	-7,327	Closed	-$299K	–	2068
2023 Q4	$299K	Buy	+7,327	New	+$223K	﹤0.01%	1503
2023 Q3	–	Sell	-6,357	Closed	-$228K	–	1986
2023 Q2	$228K	Buy	+6,357	New	+$146K	﹤0.01%	1616
2023 Q1	–	Sell	-14,967	Closed	-$198K	–	1956
2022 Q4	$198K	Buy	14,967 +1,117	+8%	+$21.6K	﹤0.01%	1619
2022 Q3	$288K	Buy	+13,850	New	+$373K	0.01%	1323
2022 Q2	–	Sell	-8,983	Closed	-$980K	–	1892
2022 Q1	$980K	Buy	+8,983	New	+$1.03M	0.02%	745

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Atria Wealth Solutions's UPST Position: Q2 2025 in Review

Atria Wealth Solutions increased its Upstart Holdings (UPST) stake by 12% in Q2 2025, buying an estimated $47.3K and bringing the position to 8,930 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #831.

Atria Wealth Solutions first reported a position in UPST in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.17M in Q4 2024. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

Atria Wealth Solutions held 8,930 shares of Upstart Holdings worth $604K as of Q2 2025.
Atria Wealth Solutions bought 964 Upstart Holdings shares in Q2 2025, an estimated $47.3K.
Upstart Holdings made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #831 holding.
Atria Wealth Solutions first reported a position in Upstart Holdings in Q1 2022 and has held it in 9 quarters since.
Atria Wealth Solutions's Upstart Holdings position peaked at $1.17M in Q4 2024.
421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.