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Total Clarity Wealth Management’s Upstart Holdings UPST Stock Holding History

Total Clarity Wealth Management’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
Q3 		– Sell
-3,250
Closed -$210K – 325
2025
Q2 		$210K Buy
+3,250
New +$159K 0.06% 269
2022
Q1 		– Sell
-487
Closed -$74K – 874
2021
Q4 		$74K Buy
487
+11
+2% +$2.75K 0.03% 351
2021
Q3 		$151K Buy
+476
New +$93.9K 0.07% 251

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Total Clarity Wealth Management's UPST Position: Q3 2025 in Review

Total Clarity Wealth Management sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 3,250 shares — an estimated $210K sold.

Total Clarity Wealth Management first reported a position in UPST in Q3 2021 and held it in 3 quarters. The position peaked at $210K in Q2 2025. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Total Clarity Wealth Management reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • Total Clarity Wealth Management sold 3,250 Upstart Holdings shares in Q3 2025, an estimated $210K.
  • Total Clarity Wealth Management first reported a position in Upstart Holdings in Q3 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's Upstart Holdings position peaked at $210K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Total Clarity Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.