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Frazier Financial Advisors’s Upstart Holdings UPST Stock Holding History

Frazier Financial 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 		$2.56K Hold
100
– – ﹤0.01% 558
2025
Q4 		$4.37K Hold
100
– – ﹤0.01% 479
2025
Q3 		$5.08K Hold
100
– – ﹤0.01% 456
2025
Q2 		$6.47K Hold
100
– – ﹤0.01% 418
2025
Q1 		$4.6K Hold
100
– – ﹤0.01% 443
2024
Q4 		$6.33K Hold
100
– – 0.01% 412
2024
Q3 		$4K Hold
100
– – ﹤0.01% 572
2024
Q2 		$2.36K Hold
100
– – ﹤0.01% 770
2024
Q1 		$2.69K Hold
100
– – ﹤0.01% 719
2023
Q4 		$4.09K Buy
+100
New +$3.04K ﹤0.01% 541

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Marshall Wace London, United Kingdom $100B 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
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

Frazier Financial Advisors's UPST Position: Q1 2026 in Review

Frazier Financial Advisors held its Upstart Holdings (UPST) position steady in Q1 2026 at 100 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Frazier Financial Advisors first reported a position in UPST in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.47K in Q2 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Frazier Financial Advisors held 100 shares of Upstart Holdings worth $2.56K as of Q1 2026.
  • Frazier Financial Advisors left its Upstart Holdings share count unchanged in Q1 2026.
  • Upstart Holdings made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q1 2026, its #558 holding.
  • Frazier Financial Advisors first reported a position in Upstart Holdings in Q4 2023 and has held it in 10 quarters since.
  • Frazier Financial Advisors's Upstart Holdings position peaked at $6.47K in Q2 2025.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.