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Blue Trust Inc’s Upstart Holdings UPST Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-5
Closed -$254 – 2732
2025
Q3 		$254 Buy
+5
New +$352 ﹤0.01% 2499
2024
Q4 		– Sell
-989
Closed -$23.3K – 2976
2024
Q3 		$23.3K Buy
989
+550
+125% +$18.3K ﹤0.01% 1883
2024
Q2 		$11.8K Buy
+439
New +$10.6K ﹤0.01% 1871
2024
Q1 		– Sell
-322
Closed -$9K – 2708
2023
Q4 		$9K Buy
+322
New +$9.8K ﹤0.01% 1634
2023
Q3 		– Sell
-8
Closed – – 2295
2023
Q2 		$0 Buy
+8
New +$184 ﹤0.01% 2536
2023
Q1 		– Sell
-24
Closed – – 2648
2022
Q4 		$0 Buy
24
+7
+41% +$135 ﹤0.01% 2487
2022
Q3 		$1K Buy
+17
New +$457 ﹤0.01% 2018

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Blue Trust Inc's UPST Position: Q4 2025 in Review

Blue Trust Inc sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 5 shares — an estimated $254 sold.

Blue Trust Inc first reported a position in UPST in Q3 2022 and held it in 7 quarters. The position peaked at $23.3K in Q3 2024. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Blue Trust Inc reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 5 Upstart Holdings shares in Q4 2025, an estimated $254.
  • Blue Trust Inc first reported a position in Upstart Holdings in Q3 2022 and held it in 7 quarters.
  • Blue Trust Inc's Upstart Holdings position peaked at $23.3K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.