New Wave Wealth Advisors’s Upstart Holdings UPST Stock Holding History

New Wave Wealth 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 Q1	–	Sell	-93	Closed	-$5.73K	–	644
2024 Q4	$5.73K	Buy	+93	New	+$5.8K	﹤0.01%	421

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

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

New Wave Wealth Advisors's UPST Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Upstart Holdings (UPST) in Q1 2025, closing a stake of 93 shares — an estimated $5.73K sold.

New Wave Wealth Advisors first reported a position in UPST in Q4 2024 and held it in 1 quarter. The position peaked at $5.73K in Q4 2024. 386 funds tracked by Wall St. Rank hold UPST as of Q1 2025.

New Wave Wealth Advisors reported no remaining Upstart Holdings position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 93 Upstart Holdings shares in Q1 2025, an estimated $5.73K.
New Wave Wealth Advisors first reported a position in Upstart Holdings in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Upstart Holdings position peaked at $5.73K in Q4 2024.
386 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.