Fortitude Family Office’s Upstart Holdings UPST Stock Holding History

Fortitude Family Office’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	$1.98K	Sell	77 -35	-31%	-$1.23K	﹤0.01%	1288
2025 Q4	$4.9K	Sell	112 -18	-14%	-$829	﹤0.01%	816
2025 Q3	$6.6K	Hold	130	–	–	﹤0.01%	715
2025 Q2	$8.41K	Sell	130 -307	-70%	-$15.1K	﹤0.01%	614
2025 Q1	$20.1K	Hold	437	–	–	0.01%	401
2024 Q4	$26.9K	Buy	437 +23	+6%	+$1.43K	0.01%	386
2024 Q3	$16.6K	Hold	414	–	–	0.01%	456
2024 Q2	$9.77K	Buy	+414	New	+$9.99K	0.01%	420
2024 Q1	–	Sell	-186	Closed	-$7.6K	–	1090
2023 Q4	$7.6K	Buy	+186	New	+$5.66K	0.01%	484

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