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Tradition Wealth Management’s Upstart Holdings UPST Stock Holding History

Tradition 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
Q4 		– Sell
-5,470
Closed -$278K – 515
2025
Q3 		$278K Buy
5,470
+222
+4% +$15.6K 0.02% 392
2025
Q2 		$339K Buy
5,248
+535
+11% +$26.2K 0.03% 325
2025
Q1 		$217K Sell
4,713
-5
-0.1% -$311 0.02% 396
2024
Q4 		$290K Buy
+4,718
New +$294K 0.03% 327
2024
Q1 		– Sell
-4,693
Closed -$192K – 1145
2023
Q4 		$192K Sell
4,693
-1
-0% -$30 0.02% 331
2023
Q3 		$134K Buy
4,694
+240
+5% +$9.64K 0.02% 373
2023
Q2 		$159K Buy
4,454
+636
+17% +$14.6K 0.02% 346
2023
Q1 		$61K Buy
3,818
+3,465
+982% +$58.3K 0.01% 565
2022
Q4 		$5K Sell
353
-400
-53% -$7.73K ﹤0.01% 1058
2022
Q3 		$16K Buy
753
+390
+107% +$10.5K ﹤0.01% 815
2022
Q2 		$11K Buy
363
+10
+3% +$596 ﹤0.01% 808
2022
Q1 		$39K Buy
353
+253
+253% +$29.1K 0.01% 569
2021
Q4 		$15K Buy
+100
New +$25K ﹤0.01% 806

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

Tradition Wealth Management's UPST Position: Q4 2025 in Review

Tradition Wealth Management sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 5,470 shares — an estimated $278K sold.

Tradition Wealth Management first reported a position in UPST in Q4 2021 and held it in 13 quarters. The position peaked at $339K in Q2 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Tradition Wealth Management reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Tradition Wealth Management sold 5,470 Upstart Holdings shares in Q4 2025, an estimated $278K.
  • Tradition Wealth Management first reported a position in Upstart Holdings in Q4 2021 and held it in 13 quarters.
  • Tradition Wealth Management's Upstart Holdings position peaked at $339K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Tradition Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.