TD Waterhouse Canada’s Upstart Holdings UPST Stock Holding History

TD Waterhouse Canada’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	$2.1K	Buy	83 +27	+48%	+$950	﹤0.01%	2037
2025 Q4	$2.45K	Sell	56 -5	-8%	-$230	﹤0.01%	1805
2025 Q3	$3.19K	Hold	61	–	–	﹤0.01%	1761
2025 Q2	$4.15K	Sell	61 -250	-80%	-$12.3K	﹤0.01%	1629
2025 Q1	$14.3K	Buy	311 +250	+410%	+$15.5K	﹤0.01%	1336
2024 Q4	$3.75K	Hold	61	–	–	﹤0.01%	1612
2024 Q3	$2.3K	Hold	61	–	–	﹤0.01%	1614
2024 Q2	$1.4K	Hold	61	–	–	﹤0.01%	1698
2024 Q1	$1.9K	Hold	61	–	–	﹤0.01%	1678
2023 Q4	$2.48K	Sell	61 -74	-55%	-$2.25K	﹤0.01%	1472
2023 Q3	$4.83K	Hold	135	–	–	﹤0.01%	1369
2023 Q2	$6.11K	Hold	135	–	–	﹤0.01%	1339
2023 Q1	$2.83K	Hold	135	–	–	﹤0.01%	1469
2022 Q4	$2.26K	Hold	135	–	–	﹤0.01%	1473
2022 Q3	$3.59K	Sell	135 -742	-85%	-$20K	﹤0.01%	1419
2022 Q2	$34.4K	Sell	877 -55	-6%	-$3.27K	﹤0.01%	988
2022 Q1	$119K	Buy	932 +85	+10%	+$9.79K	﹤0.01%	820
2021 Q4	$139K	Buy	+847	New	+$212K	﹤0.01%	815

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 $456M AUM 49.85% 1-Year Est. Return

TD Waterhouse Canada's UPST Position: Q1 2026 in Review

TD Waterhouse Canada increased its Upstart Holdings (UPST) stake by 48% in Q1 2026, buying an estimated $950 and bringing the position to 83 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

TD Waterhouse Canada first reported a position in UPST in Q4 2021 and has held it in 18 quarters since. The position peaked at $139K in Q4 2021. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

TD Waterhouse Canada held 83 shares of Upstart Holdings worth $2.1K as of Q1 2026.
TD Waterhouse Canada bought 27 Upstart Holdings shares in Q1 2026, an estimated $950.
Upstart Holdings made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q1 2026, its #2037 holding.
TD Waterhouse Canada first reported a position in Upstart Holdings in Q4 2021 and has held it in 18 quarters since.
TD Waterhouse Canada's Upstart Holdings position peaked at $139K in Q4 2021.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.