Covestor’s Upstart Holdings UPST Stock Holding History

Covestor’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	$3K	Sell	113 -88	-44%	-$3.1K	﹤0.01%	1926
2025 Q4	$9K	Hold	201	–	–	﹤0.01%	1659
2025 Q3	$10K	Sell	201 -1	-0.5%	-$70	0.01%	1619
2025 Q2	$13K	Hold	202	–	–	0.01%	1429
2025 Q1	$9K	Buy	202 +1	+0.5%	+$62	0.01%	1588
2024 Q4	$12K	Sell	201 -107	-35%	-$6.67K	0.01%	1447
2024 Q3	$12K	Buy	308 +1	+0.3%	+$33	0.01%	1464
2024 Q2	$7K	Buy	307 +1	+0.3%	+$24	﹤0.01%	1732
2024 Q1	$8K	Sell	306 -1	-0.3%	-$30	0.01%	1720
2023 Q4	$13K	Buy	307 +136	+80%	+$4.14K	0.01%	1403
2023 Q3	$5K	Sell	171 -367	-68%	-$14.7K	﹤0.01%	1726
2023 Q2	$19K	Buy	538 +245	+84%	+$5.64K	0.01%	1170
2023 Q1	$5K	Sell	293 -157	-35%	-$2.64K	﹤0.01%	1577
2022 Q4	$6K	Buy	450 +1	+0.2%	+$19	﹤0.01%	1541
2022 Q3	$9K	Sell	449 -899	-67%	-$24.2K	0.01%	1318
2022 Q2	$43K	Buy	1,348 +280	+26%	+$16.7K	0.04%	787
2022 Q1	$117K	Buy	1,068 +1,037	+3,345%	+$119K	0.08%	409
2021 Q4	$5K	Buy	+31	New	+$7.74K	0.01%	1347

Other funds holding UPST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace London, United Kingdom $93.4B 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return