Heritage Wealth Advisors’s Upstart Holdings UPST Stock Holding History

Heritage Wealth Advisors’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 Q3	–	Sell	-100	Closed	-$3.54K	–	582
2026 Q2	$3.54K	Hold	100	–	–	﹤0.01%	596
2026 Q1	$2.56K	Hold	100	–	–	﹤0.01%	614
2025 Q4	$4.37K	Hold	100	–	–	﹤0.01%	505
2025 Q3	$5.08K	Hold	100	–	–	﹤0.01%	471
2025 Q2	$6.47K	Hold	100	–	–	﹤0.01%	449
2025 Q1	$4.6K	Hold	100	–	–	﹤0.01%	459
2024 Q4	$6.16K	Hold	100	–	–	﹤0.01%	475
2024 Q3	$4K	Hold	100	–	–	﹤0.01%	504
2024 Q2	$2.36K	Hold	100	–	–	﹤0.01%	473
2024 Q1	$2.69K	Hold	100	–	–	﹤0.01%	492
2023 Q4	$4.09K	Hold	100	–	–	﹤0.01%	486
2023 Q3	$2.85K	Hold	100	–	–	﹤0.01%	452
2023 Q2	$3.58K	Hold	100	–	–	﹤0.01%	483
2023 Q1	$1.59K	Hold	100	–	–	﹤0.01%	522
2022 Q4	$1.32K	Hold	100	–	–	﹤0.01%	516
2022 Q3	$2.08K	Hold	100	–	–	﹤0.01%	480
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	522
2022 Q1	$11K	Hold	100	–	–	﹤0.01%	434
2021 Q4	$15K	Buy	+100	New	+$25K	﹤0.01%	425

Other funds holding UPST

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Heritage Wealth Advisors's UPST Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of Upstart Holdings (UPST) in Q3 2026, closing a stake of 100 shares — an estimated $3.54K sold.

Heritage Wealth Advisors first reported a position in UPST in Q4 2021 and held it in 19 quarters. The position peaked at $15K in Q4 2021. 182 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

Heritage Wealth Advisors reported no remaining Upstart Holdings position as of Q3 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 100 Upstart Holdings shares in Q3 2026, an estimated $3.54K.
Heritage Wealth Advisors first reported a position in Upstart Holdings in Q4 2021 and held it in 19 quarters.
Heritage Wealth Advisors's Upstart Holdings position peaked at $15K in Q4 2021.
182 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.