Strategic Family Wealth Counselors’s Upstart Holdings UPST Stock Holding History

Strategic Family Wealth Counselors’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	$206K	Buy	8,021 +29	+0.4%	+$1.02K	0.05%	153
2025 Q4	$357K	Hold	7,992	–	–	0.08%	157
2025 Q3	$406K	Hold	7,992	–	–	0.1%	110
2025 Q2	$517K	Hold	7,992	–	–	0.15%	91
2025 Q1	$368K	Hold	7,992	–	–	0.12%	99
2024 Q4	$492K	Hold	7,992	–	–	0.16%	81
2024 Q3	$320K	Buy	+7,992	New	+$266K	0.11%	99
2024 Q2	–	Sell	-7,992	Closed	-$215K	–	126
2024 Q1	$215K	Hold	7,992	–	–	0.08%	109
2023 Q4	$327K	Hold	7,992	–	–	0.14%	80
2023 Q3	$228K	Hold	7,992	–	–	0.11%	95
2023 Q2	$286K	Buy	+7,992	New	+$184K	0.13%	82
2022 Q3	–	Sell	-7,992	Closed	-$253K	–	97
2022 Q2	$253K	Hold	7,992	–	–	0.12%	77
2022 Q1	$872K	Hold	7,992	–	–	0.35%	43
2021 Q4	$1.21M	Hold	7,992	–	–	0.39%	38
2021 Q3	$2.53M	Hold	7,992	–	–	0.87%	27
2021 Q2	$998K	Buy	+7,992	New	+$984K	0.33%	38

Other funds holding UPST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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 $871B AUM 31.28% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Strategic Family Wealth Counselors's UPST Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its Upstart Holdings (UPST) stake by 0.36% in Q1 2026, buying an estimated $1.02K and bringing the position to 8,021 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #153.

Strategic Family Wealth Counselors first reported a position in UPST in Q2 2021 and has held it in 16 quarters since. The position peaked at $2.53M in Q3 2021. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Strategic Family Wealth Counselors held 8,021 shares of Upstart Holdings worth $206K as of Q1 2026.
Strategic Family Wealth Counselors bought 29 Upstart Holdings shares in Q1 2026, an estimated $1.02K.
Upstart Holdings made up 0.05% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #153 holding.
Strategic Family Wealth Counselors first reported a position in Upstart Holdings in Q2 2021 and has held it in 16 quarters since.
Strategic Family Wealth Counselors's Upstart Holdings position peaked at $2.53M in Q3 2021.
339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.