HighTower Advisors
UPST icon

HighTower Advisors’s Upstart Holdings UPST Stock Holding History

HighTower 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
2025
Q3 		– Sell
-3,197
Closed -$207K – 4074
2025
Q2 		$207K Buy
+3,197
New +$157K ﹤0.01% 3255
2024
Q1 		– Sell
-5,095
Closed -$206K – 4027
2023
Q4 		$206K Buy
+5,095
New +$155K ﹤0.01% 2988
2023
Q3 		– Sell
-8,316
Closed -$298K – 3758
2023
Q2 		$298K Buy
+8,316
New +$191K ﹤0.01% 2567
2022
Q2 		– Sell
-6,991
Closed -$765K – 3553
2022
Q1 		$765K Buy
6,991
+1,694
+32% +$195K ﹤0.01% 1911
2021
Q4 		$807K Buy
5,297
+2,278
+75% +$569K ﹤0.01% 1871
2021
Q3 		$959K Buy
+3,019
New +$595K ﹤0.01% 1678

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return