Foundations Investment Advisors’s Upstart Holdings UPST Stock Holding History

Foundations Investment 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 Q1	–	Sell	-8,889	Closed	-$389K	–	1253
2025 Q4	$389K	Buy	+8,889	New	+$409K	0.01%	799
2025 Q1	–	Sell	-3,368	Closed	-$207K	–	932
2024 Q4	$207K	Buy	+3,368	New	+$210K	﹤0.01%	795

Other funds holding UPST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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 $871B AUM 31.28% 1-Year Est. Return

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

Foundations Investment Advisors's UPST Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 8,889 shares — an estimated $389K sold.

Foundations Investment Advisors first reported a position in UPST in Q4 2024 and held it in 2 quarters. The position peaked at $389K in Q4 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Foundations Investment Advisors reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
Foundations Investment Advisors sold 8,889 Upstart Holdings shares in Q1 2026, an estimated $389K.
Foundations Investment Advisors first reported a position in Upstart Holdings in Q4 2024 and held it in 2 quarters.
Foundations Investment Advisors's Upstart Holdings position peaked at $389K in Q4 2025.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.