EverSource Wealth Advisors’s Upstart Holdings UPST Stock Holding History

EverSource 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 Q2	$11.2K	Buy	316 +212	+204%	+$6.53K	﹤0.01%	2840
2026 Q1	$2.67K	Sell	104 -57	-35%	-$2K	﹤0.01%	3540
2025 Q4	$7.04K	Buy	161 +70	+77%	+$3.22K	﹤0.01%	2967
2025 Q3	$4.62K	Buy	91 +27	+42%	+$1.9K	﹤0.01%	3193
2025 Q2	$4.14K	Sell	64 -47	-42%	-$2.31K	﹤0.01%	3239
2025 Q1	$5.11K	Buy	111 +77	+226%	+$4.79K	﹤0.01%	2484
2024 Q4	$2.09K	Buy	34 +5	+17%	+$312	﹤0.01%	2698
2024 Q3	$1.16K	Buy	29 +6	+26%	+$200	﹤0.01%	2690
2024 Q2	$643	Buy	23 +21	+1,050%	+$507	﹤0.01%	2835
2024 Q1	$44	Sell	2 -18	-90%	-$532	﹤0.01%	2859
2023 Q4	$817	Buy	+20	New	+$609	﹤0.01%	2437
2023 Q1	–	Sell	-95	Closed	-$1.26K	–	2537
2022 Q4	$1.26K	Buy	+95	New	+$1.84K	﹤0.01%	2036

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 $3.37T AUM 44.26% 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

EverSource Wealth Advisors's UPST Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Upstart Holdings (UPST) stake by 204% in Q2 2026, buying an estimated $6.53K and bringing the position to 316 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2840.

EverSource Wealth Advisors first reported a position in UPST in Q4 2022 and has held it in 12 quarters since. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

EverSource Wealth Advisors held 316 shares of Upstart Holdings worth $11.2K as of Q2 2026.
EverSource Wealth Advisors bought 212 Upstart Holdings shares in Q2 2026, an estimated $6.53K.
Upstart Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2840 holding.
EverSource Wealth Advisors first reported a position in Upstart Holdings in Q4 2022 and has held it in 12 quarters since.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

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