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Gerber Kawasaki Wealth & Investment Management’s Upstart Holdings UPST Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2026
Q1 		– Sell
-5,332
Closed -$233K – 372
2025
Q4 		$233K Buy
5,332
+9
+0.2% +$414 0.01% 309
2025
Q3 		$270K Buy
+5,323
New +$374K 0.01% 282
2022
Q3 		– Sell
-8,205
Closed -$259K – 261
2022
Q2 		$259K Buy
8,205
+2,963
+57% +$176K 0.02% 208
2022
Q1 		$571K Buy
5,242
+1,016
+24% +$117K 0.05% 151
2021
Q4 		$639K Buy
4,226
+3,066
+264% +$766K 0.05% 145
2021
Q3 		$367K Buy
+1,160
New +$229K 0.05% 120

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
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

Gerber Kawasaki Wealth & Investment Management's UPST Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 5,332 shares — an estimated $233K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in UPST in Q3 2021 and held it in 6 quarters. The position peaked at $639K in Q4 2021. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 5,332 Upstart Holdings shares in Q1 2026, an estimated $233K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Upstart Holdings in Q3 2021 and held it in 6 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Upstart Holdings position peaked at $639K in Q4 2021.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.