Rothschild Investment LLC’s Upstart Holdings UPST Stock Holding History

Rothschild Investment LLC’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	$3.08K	Buy	120 +10	+9%	+$352	﹤0.01%	2329
2025 Q4	$4.81K	Sell	110 -15	-12%	-$691	﹤0.01%	1905
2025 Q3	$6.35K	Sell	125 -45	-26%	-$3.17K	﹤0.01%	1615
2025 Q2	$11K	Buy	170 +35	+26%	+$1.72K	﹤0.01%	1187
2025 Q1	$6.21K	Buy	135 +40	+42%	+$2.49K	﹤0.01%	1340
2024 Q4	$5.85K	Buy	95 +5	+6%	+$312	﹤0.01%	1295
2024 Q3	$3.6K	Buy	90 +55	+157%	+$1.83K	﹤0.01%	1419
2024 Q2	$826	Buy	35 +25	+250%	+$603	﹤0.01%	1759
2024 Q1	$269	Buy	+10	New	+$296	﹤0.01%	1610

Other funds holding UPST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return