HWM
UPST icon

Hemington Wealth Management’s Upstart Holdings UPST Stock Holding History

Hemington 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 		$2K Hold
46
– – ﹤0.01% 1380
2025
Q2 		$2K Hold
46
– – ﹤0.01% 1359
2025
Q1 		$2K Sell
46
-5
-10% -$311 ﹤0.01% 1341
2024
Q4 		$3K Buy
51
+4
+9% +$249 ﹤0.01% 1212
2024
Q3 		$2K Buy
+47
New +$1.56K ﹤0.01% 1251

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

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

Hemington Wealth Management held its Upstart Holdings (UPST) position steady in Q3 2025 at 46 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Hemington Wealth Management first reported a position in UPST in Q3 2024 and has held it in 5 quarters since. The position peaked at $3K in Q4 2024. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Hemington Wealth Management held 46 shares of Upstart Holdings worth $2K as of Q3 2025.
  • Hemington Wealth Management left its Upstart Holdings share count unchanged in Q3 2025.
  • Upstart Holdings made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1380 holding.
  • Hemington Wealth Management first reported a position in Upstart Holdings in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Upstart Holdings position peaked at $3K in Q4 2024.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.