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Financial Freedom LLC’s Upstart Holdings UPST Stock Holding History

Financial Freedom 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 		– Sell
-50
Closed -$1.28K – 369
2026
Q1 		$1.28K Hold
50
– – ﹤0.01% 405
2025
Q4 		$2.19K Hold
50
– – ﹤0.01% 316
2025
Q3 		$2.54K Hold
50
– – ﹤0.01% 330
2025
Q2 		$3.23K Hold
50
– – ﹤0.01% 320
2025
Q1 		$2.3K Hold
50
– – ﹤0.01% 336
2024
Q4 		$3.08K Hold
50
– – ﹤0.01% 328
2024
Q3 		$2K Hold
50
– – ﹤0.01% 333
2024
Q2 		$1.18K Hold
50
– – ﹤0.01% 351
2024
Q1 		$1.34K Hold
50
– – ﹤0.01% 341
2023
Q4 		$2.04K Hold
50
– – ﹤0.01% 331
2023
Q3 		$1.43K Hold
50
– – ﹤0.01% 345
2023
Q2 		$1.79K Hold
50
– – ﹤0.01% 358
2023
Q1 		$795 Hold
50
– – ﹤0.01% 375
2022
Q4 		$661 Buy
+50
New +$966 ﹤0.01% 385

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
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

Financial Freedom LLC's UPST Position: Q2 2026 in Review

Financial Freedom LLC sold out of Upstart Holdings (UPST) in Q2 2026, closing a stake of 50 shares — an estimated $1.28K sold.

Financial Freedom LLC first reported a position in UPST in Q4 2022 and held it in 14 quarters. The position peaked at $3.23K in Q2 2025. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Financial Freedom LLC reported no remaining Upstart Holdings position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 50 Upstart Holdings shares in Q2 2026, an estimated $1.28K.
  • Financial Freedom LLC first reported a position in Upstart Holdings in Q4 2022 and held it in 14 quarters.
  • Financial Freedom LLC's Upstart Holdings position peaked at $3.23K in Q2 2025.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.