Strategic Advocates’s Upstart Holdings UPST Stock Holding History

Strategic Advocates’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	-21	Closed	-$944	–	591
2025 Q4	$944	Sell	21 -4	-16%	-$184	﹤0.01%	521
2025 Q3	$1.27K	Buy	+25	New	+$1.76K	﹤0.01%	492

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 $3.38T AUM 44.17% 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

Strategic Advocates's UPST Position: Q1 2026 in Review

Strategic Advocates sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 21 shares — an estimated $944 sold.

Strategic Advocates first reported a position in UPST in Q3 2025 and held it in 2 quarters. The position peaked at $1.27K in Q3 2025. 340 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Strategic Advocates reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
Strategic Advocates sold 21 Upstart Holdings shares in Q1 2026, an estimated $944.
Strategic Advocates first reported a position in Upstart Holdings in Q3 2025 and held it in 2 quarters.
Strategic Advocates's Upstart Holdings position peaked at $1.27K in Q3 2025.
340 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.