Carolina Wealth Advisors’s Upstart Holdings UPST Stock Holding History

Carolina 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
2026 Q1	–	Sell	-4	Closed	-$175	–	333
2025 Q4	$175	Hold	4	–	–	﹤0.01%	265
2025 Q3	$203	Buy	+4	New	+$281	﹤0.01%	221
2025 Q2	–	Sell	-25	Closed	-$1.15K	–	309
2025 Q1	$1.15K	Hold	25	–	–	﹤0.01%	245
2024 Q4	$1.54K	Buy	+25	New	+$1.56K	﹤0.01%	248

Other funds holding UPST

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Carolina Wealth Advisors's UPST Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 4 shares — an estimated $175 sold.

Carolina Wealth Advisors first reported a position in UPST in Q4 2024 and held it in 4 quarters. The position peaked at $1.54K in Q4 2024. 340 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Carolina Wealth Advisors reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
Carolina Wealth Advisors sold 4 Upstart Holdings shares in Q1 2026, an estimated $175.
Carolina Wealth Advisors first reported a position in Upstart Holdings in Q4 2024 and held it in 4 quarters.
Carolina Wealth Advisors's Upstart Holdings position peaked at $1.54K in Q4 2024.
340 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.