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
2021 Q4	–	Sell	-2,500	Closed	-$13K	–	3486
2021 Q3	$13K	Buy	+2,500	New	+$493K	﹤0.01%	3024

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

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 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

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

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

HighTower Advisors's UPST Position: Q3 2025 in Review

HighTower Advisors sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 3,197 shares — an estimated $207K sold.

HighTower Advisors first reported a position in UPST in Q3 2021 and held it in 6 quarters. The position peaked at $959K in Q3 2021. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

HighTower Advisors reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
HighTower Advisors sold 3,197 Upstart Holdings shares in Q3 2025, an estimated $207K.
HighTower Advisors first reported a position in Upstart Holdings in Q3 2021 and held it in 6 quarters.
HighTower Advisors's Upstart Holdings position peaked at $959K in Q3 2021.
412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.