GWN Securities’s Upstart Holdings UPST Stock Holding History

GWN Securities’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 Q1	–	Sell	-3,110	Closed	-$205K	–	769
2024 Q4	$205K	Buy	+3,110	New	+$194K	0.05%	334

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

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

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

GWN Securities's UPST Position: Q1 2025 in Review

GWN Securities sold out of Upstart Holdings (UPST) in Q1 2025, closing a stake of 3,110 shares — an estimated $205K sold.

GWN Securities first reported a position in UPST in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 386 funds tracked by Wall St. Rank hold UPST as of Q1 2025.

GWN Securities reported no remaining Upstart Holdings position as of Q1 2025 after selling out during the quarter.
GWN Securities sold 3,110 Upstart Holdings shares in Q1 2025, an estimated $205K.
GWN Securities first reported a position in Upstart Holdings in Q4 2024 and held it in 1 quarter.
GWN Securities's Upstart Holdings position peaked at $205K in Q4 2024.
386 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2025.

Based on GWN Securities's 13F filing for Q1 2025, filed 15 May 2025.