Physician Wealth Advisors’s Upstart Holdings UPST Stock Holding History

Physician 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
2026 Q3	$1.75K	Sell	76 -21	-22%	-$601	﹤0.01%	1651
2026 Q2	$3.44K	Buy	97 +4	+4%	+$123	﹤0.01%	1264
2026 Q1	$2.39K	Buy	+93	New	+$3.27K	﹤0.01%	1273
2025 Q4	–	Sell	-25	Closed	-$1.27K	–	2155
2025 Q3	$1.27K	Sell	25 -82	-77%	-$5.77K	﹤0.01%	1434
2025 Q2	$6.92K	Sell	107 -7	-6%	-$343	﹤0.01%	724
2025 Q1	$5.25K	Buy	114 +24	+27%	+$1.49K	﹤0.01%	727
2024 Q4	$5.54K	Buy	+90	New	+$5.61K	﹤0.01%	716

Other funds holding UPST

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Physician Wealth Advisors's UPST Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Upstart Holdings (UPST) stake by 22% in Q3 2026, selling an estimated $601 and leaving 76 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Physician Wealth Advisors first reported a position in UPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.92K in Q2 2025. 182 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

Physician Wealth Advisors held 76 shares of Upstart Holdings worth $1.75K as of Q3 2026.
Physician Wealth Advisors sold 21 Upstart Holdings shares in Q3 2026, an estimated $601.
Upstart Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1651 holding.
Physician Wealth Advisors first reported a position in Upstart Holdings in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Upstart Holdings position peaked at $6.92K in Q2 2025.
182 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.