GDS Wealth Management’s Upstart Holdings UPST Stock Holding History

GDS Wealth Management’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	-3,453	Closed	-$223K	–	190
2025 Q2	$223K	Buy	+3,453	New	+$169K	0.02%	160

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

GDS Wealth Management's UPST Position: Q3 2025 in Review

GDS Wealth Management sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 3,453 shares — an estimated $223K sold.

GDS Wealth Management first reported a position in UPST in Q2 2025 and held it in 1 quarter. The position peaked at $223K in Q2 2025. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

GDS Wealth Management reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
GDS Wealth Management sold 3,453 Upstart Holdings shares in Q3 2025, an estimated $223K.
GDS Wealth Management first reported a position in Upstart Holdings in Q2 2025 and held it in 1 quarter.
GDS Wealth Management's Upstart Holdings position peaked at $223K in Q2 2025.
412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on GDS Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.