Carson Wealth (CWM LLC)
UPST icon

Carson Wealth (CWM LLC)’s Upstart Holdings UPST Stock Holding History

Carson Wealth (CWM 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
Q1 		$69.4K Sell
2,705
-738
-21% -$26K ﹤0.01% 3555
2025
Q4 		$151K Buy
3,443
+1,047
+44% +$48.2K ﹤0.01% 2781
2025
Q3 		$122K Buy
2,396
+1,003
+72% +$70.6K ﹤0.01% 2824
2025
Q2 		$90K Sell
1,393
-2,759
-66% -$135K ﹤0.01% 2816
2025
Q1 		$191K Buy
4,152
+2,817
+211% +$175K ﹤0.01% 1951
2024
Q4 		$82K Buy
1,335
+2
+0.2% +$125 ﹤0.01% 2423
2024
Q3 		$53K Buy
1,333
+311
+30% +$10.3K ﹤0.01% 2649
2024
Q2 		$24K Buy
1,022
+117
+13% +$2.82K ﹤0.01% 3005
2024
Q1 		$24K Sell
905
-226
-20% -$6.68K ﹤0.01% 2787
2023
Q4 		$46K Sell
1,131
-38
-3% -$1.16K ﹤0.01% 2233
2023
Q3 		$33K Buy
1,169
+422
+56% +$17K ﹤0.01% 2353
2023
Q2 		$27K Buy
747
+74
+11% +$1.7K ﹤0.01% 2441
2023
Q1 		$11K Buy
673
+23
+4% +$387 ﹤0.01% 2911
2022
Q4 		$9K Buy
650
+383
+143% +$7.4K ﹤0.01% 2887
2022
Q3 		$6K Sell
267
-424
-61% -$11.4K ﹤0.01% 3011
2022
Q2 		$22K Sell
691
-3,015
-81% -$180K ﹤0.01% 2060
2022
Q1 		$404K Buy
3,706
+3,547
+2,231% +$409K ﹤0.01% 789
2021
Q4 		$24K Buy
+159
New +$39.7K ﹤0.01% 1901

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UPST Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Upstart Holdings (UPST) stake by 21% in Q1 2026, selling an estimated $26K and leaving 2,705 shares worth $69.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3555.

Carson Wealth (CWM LLC) first reported a position in UPST in Q4 2021 and has held it in 18 quarters since. The position peaked at $404K in Q1 2022. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,705 shares of Upstart Holdings worth $69.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 738 Upstart Holdings shares in Q1 2026, an estimated $26K.
  • Upstart Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3555 holding.
  • Carson Wealth (CWM LLC) first reported a position in Upstart Holdings in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Upstart Holdings position peaked at $404K in Q1 2022.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.