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GPS Wealth Strategies Group’s Upstart Holdings UPST Stock Holding History

GPS Wealth Strategies Group’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 		– Sell
-31
Closed -$1.57K – 1513
2025
Q3 		$1.57K Sell
31
-128
-81% -$9.01K ﹤0.01% 1435
2025
Q2 		$10.3K Hold
159
– – ﹤0.01% 1028
2025
Q1 		$7.32K Hold
159
– – ﹤0.01% 1076
2024
Q4 		$9.79K Hold
159
– – ﹤0.01% 952
2024
Q3 		$6.36K Sell
159
-494
-76% -$16.4K ﹤0.01% 1038
2024
Q2 		$15.4K Sell
653
-365
-36% -$8.81K ﹤0.01% 818
2024
Q1 		$27.4K Sell
1,018
-220
-18% -$6.51K ﹤0.01% 647
2023
Q4 		$50.6K Sell
1,238
-45
-4% -$1.37K 0.01% 485
2023
Q3 		$36.6K Buy
1,283
+31
+2% +$1.25K 0.01% 553
2023
Q2 		$44.8K Buy
1,252
+49
+4% +$1.13K 0.01% 520
2023
Q1 		$19.1K Buy
+1,203
New +$20.2K ﹤0.01% 697
2022
Q4 		– Sell
-1,353
Closed -$28K – 1020
2022
Q3 		$28K Hold
1,353
– – 0.01% 543
2022
Q2 		$43K Buy
1,353
+1,063
+367% +$63.3K 0.01% 472
2022
Q1 		$32K Buy
+290
New +$33.4K 0.01% 507

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GPS Wealth Strategies Group's UPST Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 31 shares — an estimated $1.57K sold.

GPS Wealth Strategies Group first reported a position in UPST in Q1 2022 and held it in 14 quarters. The position peaked at $50.6K in Q4 2023. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 31 Upstart Holdings shares in Q4 2025, an estimated $1.57K.
  • GPS Wealth Strategies Group first reported a position in Upstart Holdings in Q1 2022 and held it in 14 quarters.
  • GPS Wealth Strategies Group's Upstart Holdings position peaked at $50.6K in Q4 2023.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.