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Stratos Wealth Partners’s Upstart Holdings UPST Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-4,435
Closed -$225K – 1658
2025
Q3 		$225K Sell
4,435
-333
-7% -$23.4K ﹤0.01% 1403
2025
Q2 		$308K Sell
4,768
-997
-17% -$48.9K ﹤0.01% 1125
2025
Q1 		$265K Buy
5,765
+102
+2% +$6.34K ﹤0.01% 1144
2024
Q4 		$349K Sell
5,663
-2,700
-32% -$168K ﹤0.01% 1079
2024
Q3 		$335K Sell
8,363
-1,436
-15% -$47.8K ﹤0.01% 1098
2024
Q2 		$231K Sell
9,799
-1,962
-17% -$47.3K ﹤0.01% 1208
2024
Q1 		$316K Sell
11,761
-44
-0.4% -$1.3K 0.01% 1078
2023
Q4 		$482K Buy
11,805
+619
+6% +$18.8K 0.01% 885
2023
Q3 		$319K Buy
11,186
+2,337
+26% +$93.9K 0.01% 990
2023
Q2 		$317K Buy
+8,849
New +$204K 0.01% 936
2022
Q3 		– Sell
-9,836
Closed -$311K – 1227
2022
Q2 		$311K Buy
9,836
+3,605
+58% +$215K 0.01% 915
2022
Q1 		$680K Buy
6,231
+937
+18% +$108K 0.02% 683
2021
Q4 		$801K Buy
5,294
+1,630
+44% +$407K 0.02% 631
2021
Q3 		$1.16M Buy
+3,664
New +$723K 0.03% 476

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stratos Wealth Partners's UPST Position: Q4 2025 in Review

Stratos Wealth Partners sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 4,435 shares — an estimated $225K sold.

Stratos Wealth Partners first reported a position in UPST in Q3 2021 and held it in 14 quarters. The position peaked at $1.16M in Q3 2021. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Stratos Wealth Partners reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,435 Upstart Holdings shares in Q4 2025, an estimated $225K.
  • Stratos Wealth Partners first reported a position in Upstart Holdings in Q3 2021 and held it in 14 quarters.
  • Stratos Wealth Partners's Upstart Holdings position peaked at $1.16M in Q3 2021.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.