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Prosperity Wealth Management’s Upstart Holdings UPST Stock Holding History

Prosperity 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
Q3 		– Sell
-10,660
Closed -$689K – 284
2025
Q2 		$689K Buy
+10,660
New +$523K 0.26% 91
2025
Q1 		– Sell
-6,965
Closed -$429K – 261
2024
Q4 		$429K Sell
6,965
-205
-3% -$12.8K 0.18% 114
2024
Q3 		$287K Buy
+7,170
New +$238K 0.11% 140
2023
Q3 		– Sell
-3,807
Closed -$136K – 181
2023
Q2 		$136K Buy
+3,807
New +$87.6K 0.09% 142

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
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 $871B AUM 31.28% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Prosperity Wealth Management's UPST Position: Q3 2025 in Review

Prosperity Wealth Management sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 10,660 shares — an estimated $689K sold.

Prosperity Wealth Management first reported a position in UPST in Q2 2023 and held it in 4 quarters. The position peaked at $689K in Q2 2025. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Prosperity Wealth Management reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 10,660 Upstart Holdings shares in Q3 2025, an estimated $689K.
  • Prosperity Wealth Management first reported a position in Upstart Holdings in Q2 2023 and held it in 4 quarters.
  • Prosperity Wealth Management's Upstart Holdings position peaked at $689K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Prosperity Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.