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 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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

HFF

Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Heritage Wealth Advisors's UPST Position: Q1 2026 in Review

Heritage Wealth Advisors held its Upstart Holdings (UPST) position steady in Q1 2026 at 100 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Heritage Wealth Advisors first reported a position in UPST in Q4 2021 and has held it in 18 quarters since. The position peaked at $15K in Q4 2021. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Heritage Wealth Advisors held 100 shares of Upstart Holdings worth $2.56K as of Q1 2026.
Heritage Wealth Advisors left its Upstart Holdings share count unchanged in Q1 2026.
Upstart Holdings made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #614 holding.
Heritage Wealth Advisors first reported a position in Upstart Holdings in Q4 2021 and has held it in 18 quarters since.
Heritage Wealth Advisors's Upstart Holdings position peaked at $15K in Q4 2021.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.