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Garden State Investment Advisory Services’s Upstart Holdings UPST Stock Holding History

Garden State Investment Advisory Services’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
2025
Q3 		– Sell
-4,817
Closed -$312K – 353
2025
Q2 		$312K Buy
4,817
+416
+9% +$20.4K 0.08% 217
2025
Q1 		$203K Buy
+4,401
New +$274K 0.06% 240

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Garden State Investment Advisory Services's UPST Position: Q3 2025 in Review

Garden State Investment Advisory Services sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 4,817 shares — an estimated $312K sold.

Garden State Investment Advisory Services first reported a position in UPST in Q1 2025 and held it in 2 quarters. The position peaked at $312K in Q2 2025. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Garden State Investment Advisory Services reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • Garden State Investment Advisory Services sold 4,817 Upstart Holdings shares in Q3 2025, an estimated $312K.
  • Garden State Investment Advisory Services first reported a position in Upstart Holdings in Q1 2025 and held it in 2 quarters.
  • Garden State Investment Advisory Services's Upstart Holdings position peaked at $312K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Garden State Investment Advisory Services's 13F filing for Q3 2025, filed 14 Nov 2025.