Bogart Wealth LLC’s Upstart Holdings UPST Stock Holding History

Bogart Wealth LLC’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 Q2	$57K	Buy	1,610 +549	+52%	+$16.9K	﹤0.01%	506
2026 Q1	$27.2K	Buy	1,061 +61	+6%	+$2.15K	﹤0.01%	639
2025 Q4	$43.7K	Buy	+1,000	New	+$46K	﹤0.01%	505
2025 Q3	–	Sell	-1,200	Closed	-$77.6K	–	1593
2025 Q2	$77.6K	Buy	1,200 +700	+140%	+$34.3K	﹤0.01%	361
2025 Q1	$23K	Buy	+500	New	+$31.1K	﹤0.01%	560
2024 Q3	–	Sell	-3,500	Closed	-$82.6K	–	1171
2024 Q2	$82.6K	Buy	+3,500	New	+$84.5K	﹤0.01%	320
2022 Q4	–	Sell	-15	Closed	–	–	1202
2022 Q3	$0	Buy	+15	New	+$403	﹤0.01%	1146

Other funds holding UPST

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

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

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

Bogart Wealth LLC's UPST Position: Q2 2026 in Review

Bogart Wealth LLC increased its Upstart Holdings (UPST) stake by 52% in Q2 2026, buying an estimated $16.9K and bringing the position to 1,610 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Bogart Wealth LLC first reported a position in UPST in Q3 2022 and has held it in 7 quarters since. The position peaked at $82.6K in Q2 2024. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Bogart Wealth LLC held 1,610 shares of Upstart Holdings worth $57K as of Q2 2026.
Bogart Wealth LLC bought 549 Upstart Holdings shares in Q2 2026, an estimated $16.9K.
Upstart Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #506 holding.
Bogart Wealth LLC first reported a position in Upstart Holdings in Q3 2022 and has held it in 7 quarters since.
Bogart Wealth LLC's Upstart Holdings position peaked at $82.6K in Q2 2024.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.