IFP Advisors’s Upstart Holdings UPST Stock Holding History

IFP 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	$10.4K	Buy	406 +15	+4%	+$528	﹤0.01%	3130
2025 Q4	$17.1K	Sell	391 -199	-34%	-$9.16K	﹤0.01%	2800
2025 Q3	$30K	Buy	590 +208	+54%	+$14.6K	﹤0.01%	2359
2025 Q2	$29K	Sell	382 -30	-7%	-$1.47K	﹤0.01%	2343
2025 Q1	$19K	Sell	412 -15	-4%	-$932	﹤0.01%	2304
2024 Q4	$26.3K	Sell	427 -63	-13%	-$3.93K	﹤0.01%	2123
2024 Q3	$19.6K	Hold	490	–	–	﹤0.01%	2158
2024 Q2	$11.6K	Hold	490	–	–	﹤0.01%	2289
2024 Q1	$13.2K	Sell	490 -20	-4%	-$591	﹤0.01%	2145
2023 Q4	$20.8K	Buy	510 +45	+10%	+$1.37K	﹤0.01%	1895
2023 Q3	$14.7K	Sell	465 -173	-27%	-$6.95K	﹤0.01%	2092
2023 Q2	$25.7K	Buy	638 +623	+4,153%	+$14.3K	﹤0.01%	1890
2023 Q1	$442	Sell	15 -1,909	-99%	-$32.1K	﹤0.01%	3197
2022 Q4	$66K	Sell	1,924 -1,316	-41%	-$25.4K	﹤0.01%	2039
2022 Q3	$112K	Buy	3,240 +33	+1%	+$888	﹤0.01%	1780
2022 Q2	$110K	Hold	3,207	–	–	﹤0.01%	1629
2022 Q1	$110K	Buy	3,207 +2,853	+806%	+$329K	﹤0.01%	1629
2021 Q4	$53K	Sell	354 -443	-56%	-$111K	﹤0.01%	1531
2021 Q3	$252K	Buy	797 +358	+82%	+$70.6K	0.01%	842
2021 Q2	$54K	Buy	+439	New	+$54K	﹤0.01%	1491
2021 Q1	–	Hold	0	–	–	–	4285

Other funds holding UPST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Geode Capital Management

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 $761B AUM 31.28% 1-Year Est. Return

Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return