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Private Wealth Management Group’s Upstart Holdings UPST Stock Holding History

Private Wealth Management Group’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
Q1 		– Sell
-39
Closed -$1.71K – 1556
2025
Q4 		$1.71K Hold
39
– – ﹤0.01% 1135
2025
Q3 		$1.98K Hold
39
– – ﹤0.01% 1109
2025
Q2 		$2.52K Hold
39
– – ﹤0.01% 1008
2025
Q1 		$1.8K Hold
39
– – ﹤0.01% 1094
2024
Q4 		$2.4K Hold
39
– – ﹤0.01% 1017
2024
Q3 		$1.56K Buy
+39
New +$1.3K ﹤0.01% 1155
2024
Q1 		– Sell
-24
Closed -$981 – 1586
2023
Q4 		$981 Buy
+24
New +$731 ﹤0.01% 1281

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Private Wealth Management Group's UPST Position: Q1 2026 in Review

Private Wealth Management Group sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 39 shares — an estimated $1.71K sold.

Private Wealth Management Group first reported a position in UPST in Q4 2023 and held it in 7 quarters. The position peaked at $2.52K in Q2 2025. 340 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Private Wealth Management Group reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 39 Upstart Holdings shares in Q1 2026, an estimated $1.71K.
  • Private Wealth Management Group first reported a position in Upstart Holdings in Q4 2023 and held it in 7 quarters.
  • Private Wealth Management Group's Upstart Holdings position peaked at $2.52K in Q2 2025.
  • 340 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.