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 Q3	–	Hold	0	–	-$6.47K	–	837
2025 Q2	–	Hold	0	–	–	–	529

Other funds holding UPST

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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.