SageView Advisory Group’s Upstart Holdings UPST Stock Holding History

SageView Advisory 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	-259	Closed	-$11.3K	–	2321
2025 Q4	$11.3K	Buy	+259	New	+$11.9K	﹤0.01%	1668

Other funds holding UPST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

SageView Advisory Group's UPST Position: Q1 2026 in Review

SageView Advisory Group sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 259 shares — an estimated $11.3K sold.

SageView Advisory Group first reported a position in UPST in Q4 2025 and held it in 1 quarter. The position peaked at $11.3K in Q4 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

SageView Advisory Group reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 259 Upstart Holdings shares in Q1 2026, an estimated $11.3K.
SageView Advisory Group first reported a position in Upstart Holdings in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Upstart Holdings position peaked at $11.3K in Q4 2025.
339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.