JWCA
UPST icon

J.W. Cole Advisors’s Upstart Holdings UPST Stock Holding History

J.W. Cole 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
-4,777
Closed -$309K – 1595
2025
Q2 		$309K Buy
+4,777
New +$234K 0.01% 1132
2024
Q1 		– Sell
-11,425
Closed -$467K – 922
2023
Q4 		$467K Buy
+11,425
New +$348K 0.03% 511
2022
Q2 		– Sell
-2,122
Closed -$231K – 820
2022
Q1 		$231K Buy
2,122
+566
+36% +$65.2K 0.02% 706
2021
Q4 		$235K Buy
1,556
+268
+21% +$66.9K 0.02% 737
2021
Q3 		$408K Buy
+1,288
New +$254K 0.03% 290

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