Toth Financial Advisory’s Upstart Holdings UPST Stock Holding History

Toth Financial Advisory’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	-210	Closed	-$10.7K	–	988
2025 Q3	$10.7K	Sell	210 -3,150	-94%	-$222K	﹤0.01%	532
2025 Q2	$217K	Buy	3,360 +3,150	+1,500%	+$154K	0.03%	204
2025 Q1	$9.67K	Hold	210	–	–	﹤0.01%	463
2024 Q4	$12.9K	Hold	210	–	–	﹤0.01%	437
2024 Q3	$8.4K	Hold	210	–	–	﹤0.01%	466
2024 Q2	$4.95K	Sell	210 -3	-1%	-$72	﹤0.01%	528
2024 Q1	$5.73K	Sell	213 -320	-60%	-$9.46K	﹤0.01%	514
2023 Q4	$21.8K	Hold	533	–	–	﹤0.01%	382
2023 Q3	$15.2K	Hold	533	–	–	﹤0.01%	402
2023 Q2	$19.1K	Hold	533	–	–	﹤0.01%	397
2023 Q1	$8.47K	Hold	533	–	–	﹤0.01%	483
2022 Q4	$7.05K	Sell	533 -18	-3%	-$348	﹤0.01%	472
2022 Q3	$11K	Sell	551 -14	-2%	-$377	﹤0.01%	444
2022 Q2	$18K	Buy	565 +32	+6%	+$1.91K	﹤0.01%	381
2022 Q1	$58K	Sell	533 -10	-2%	-$1.15K	0.01%	274
2021 Q4	$82K	Buy	543 +43	+9%	+$10.7K	0.01%	254
2021 Q3	$158K	Buy	+500	New	+$98.6K	0.02%	208

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Toth Financial Advisory's UPST Position: Q4 2025 in Review

Toth Financial Advisory sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 210 shares — an estimated $10.7K sold.

Toth Financial Advisory first reported a position in UPST in Q3 2021 and held it in 17 quarters. The position peaked at $217K in Q2 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

Toth Financial Advisory reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
Toth Financial Advisory sold 210 Upstart Holdings shares in Q4 2025, an estimated $10.7K.
Toth Financial Advisory first reported a position in Upstart Holdings in Q3 2021 and held it in 17 quarters.
Toth Financial Advisory's Upstart Holdings position peaked at $217K in Q2 2025.
393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Toth Financial Advisory's 13F filing for Q4 2025, filed 20 Jan 2026.