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Keudell/Morrison Wealth Management’s Upstart Holdings UPST Stock Holding History

Keudell/Morrison Wealth Management’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
Q2 		$223K Buy
+3,450
New +$169K 0.05% 207
2025
Q1 		– Sell
-3,450
Closed -$212K – 236
2024
Q4 		$212K Buy
+3,450
New +$215K 0.06% 202
2022
Q2 		– Sell
-3,450
Closed -$376K – 185
2022
Q1 		$376K Buy
3,450
+900
+35% +$104K 0.16% 125
2021
Q4 		$386K Buy
+2,550
New +$637K 0.15% 119

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Keudell/Morrison Wealth Management's UPST Position: Q2 2025 in Review

Keudell/Morrison Wealth Management opened a new position in Upstart Holdings (UPST) in Q2 2025: 3,450 shares worth $223K. The stake represents 0.05% of the portfolio and ranks #207 among its holdings. This is a return to the name: Keudell/Morrison Wealth Management previously reported a position in UPST as recently as Q4 2024.

Keudell/Morrison Wealth Management first reported a position in UPST in Q4 2021 and has held it in 4 quarters since. The position peaked at $386K in Q4 2021. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

  • Keudell/Morrison Wealth Management held 3,450 shares of Upstart Holdings worth $223K as of Q2 2025.
  • Upstart Holdings was a new Keudell/Morrison Wealth Management position in Q2 2025.
  • Upstart Holdings made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2025, its #207 holding.
  • Keudell/Morrison Wealth Management first reported a position in Upstart Holdings in Q4 2021 and has held it in 4 quarters since.
  • Keudell/Morrison Wealth Management's Upstart Holdings position peaked at $386K in Q4 2021.
  • 421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.