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 Q2	$3.54K	Hold	100	–	–	﹤0.01%	523
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 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

Frazier Financial Advisors's UPST Position: Q2 2026 in Review

Frazier Financial Advisors held its Upstart Holdings (UPST) position steady in Q2 2026 at 100 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Frazier Financial Advisors first reported a position in UPST in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.47K in Q2 2025. 369 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Frazier Financial Advisors held 100 shares of Upstart Holdings worth $3.54K as of Q2 2026.
Frazier Financial Advisors left its Upstart Holdings share count unchanged in Q2 2026.
Upstart Holdings made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #523 holding.
Frazier Financial Advisors first reported a position in Upstart Holdings in Q4 2023 and has held it in 11 quarters since.
Frazier Financial Advisors's Upstart Holdings position peaked at $6.47K in Q2 2025.
369 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.