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Integrated Wealth Concepts’s Upstart Holdings UPST Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-6,227
Closed -$316K – 2030
2025
Q3 		$316K Sell
6,227
-1,550
-20% -$109K ﹤0.01% 1597
2025
Q2 		$503K Buy
7,777
+3,149
+68% +$154K 0.01% 1268
2025
Q1 		$213K Buy
4,628
+563
+14% +$35K ﹤0.01% 1591
2024
Q4 		$250K Buy
+4,065
New +$253K ﹤0.01% 1477
2022
Q2 		– Sell
-2,570
Closed -$280K – 1075
2022
Q1 		$280K Buy
2,570
+763
+42% +$87.9K 0.01% 769
2021
Q4 		$273K Buy
1,807
+702
+64% +$175K 0.01% 818
2021
Q3 		$350K Buy
+1,105
New +$218K 0.01% 679

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Integrated Wealth Concepts's UPST Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 6,227 shares — an estimated $316K sold.

Integrated Wealth Concepts first reported a position in UPST in Q3 2021 and held it in 7 quarters. The position peaked at $503K in Q2 2025. 394 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 6,227 Upstart Holdings shares in Q4 2025, an estimated $316K.
  • Integrated Wealth Concepts first reported a position in Upstart Holdings in Q3 2021 and held it in 7 quarters.
  • Integrated Wealth Concepts's Upstart Holdings position peaked at $503K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.