AAS
UPST icon

Avantax Advisory Services’s Upstart Holdings UPST Stock Holding History

Avantax 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
Q2 		$270K Buy
+4,171
New +$205K ﹤0.01% 1998
2023
Q3 		– Sell
-6,190
Closed -$222K – 1625
2023
Q2 		$222K Buy
+6,190
New +$142K ﹤0.01% 1352
2022
Q2 		– Sell
-2,086
Closed -$230K – 1394
2022
Q1 		$230K Buy
2,086
+391
+23% +$45K ﹤0.01% 1129
2021
Q4 		$256K Sell
1,695
-48
-3% -$12K ﹤0.01% 1057
2021
Q3 		$550K Buy
+1,743
New +$344K 0.01% 689

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return