Global Retirement Partners’s Upstart Holdings UPST Stock Holding History

Global Retirement Partners’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 Q4	$4.99K	Sell	114 -136	-54%	-$6.26K	﹤0.01%	3440
2025 Q3	$12.7K	Buy	+250	New	+$17.6K	﹤0.01%	2597
2024 Q4	$616	Hold	10	–	–	﹤0.01%	3366
2024 Q3	$400	Sell	10 -72	-88%	-$2.4K	﹤0.01%	3307
2024 Q2	$1.93K	Hold	82	–	–	﹤0.01%	2974
2024 Q1	$2.21K	Hold	82	–	–	﹤0.01%	2710
2023 Q4	$2.5K	Buy	82 +12	+17%	+$365	﹤0.01%	2591
2023 Q3	$1.88K	Hold	70	–	–	﹤0.01%	2562
2023 Q2	$2.51K	Sell	70 -30	-30%	-$690	﹤0.01%	2455
2023 Q1	$1.22K	Buy	100 +16	+19%	+$269	﹤0.01%	2666
2022 Q4	$1.11K	Hold	84	–	–	﹤0.01%	2565
2022 Q3	$2K	Sell	84 -30	-26%	-$807	﹤0.01%	2323
2022 Q2	$4K	Hold	114	–	–	﹤0.01%	2008
2022 Q1	$4K	Buy	+114	New	+$13.1K	﹤0.01%	2003

Other funds holding UPST

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Global Retirement Partners's UPST Position: Q4 2025 in Review

Global Retirement Partners reduced its Upstart Holdings (UPST) stake by 54% in Q4 2025, selling an estimated $6.26K and leaving 114 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #3440.

Global Retirement Partners first reported a position in UPST in Q1 2022 and has held it in 14 quarters since. The position peaked at $12.7K in Q3 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

Global Retirement Partners held 114 shares of Upstart Holdings worth $4.99K as of Q4 2025.
Global Retirement Partners sold 136 Upstart Holdings shares in Q4 2025, an estimated $6.26K.
Upstart Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3440 holding.
Global Retirement Partners first reported a position in Upstart Holdings in Q1 2022 and has held it in 14 quarters since.
Global Retirement Partners's Upstart Holdings position peaked at $12.7K in Q3 2025.
393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.