Tyler-Stone Wealth Management’s Upstart Holdings UPST Stock Holding History

Tyler-Stone 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 Q2	$2.56M	Sell	39,634 -15,200	-28%	-$745K	0.41%	50
2025 Q1	$2.52M	Hold	54,834	–	–	0.45%	52
2024 Q4	$3.38M	Sell	54,834 -700	-1%	-$43.6K	0.6%	39
2024 Q3	$2.22M	Buy	55,534 +26,917	+94%	+$895K	0.42%	48
2024 Q2	$675K	Buy	28,617 +950	+3%	+$22.9K	0.28%	73
2024 Q1	$744K	Sell	27,667 -260	-0.9%	-$7.69K	0.33%	60
2023 Q4	$1.14M	Sell	27,927 -800	-3%	-$24.4K	0.57%	38
2023 Q3	$820K	Buy	28,727 +1,390	+5%	+$55.9K	0.47%	44
2023 Q2	$979K	Buy	+27,337	New	+$629K	0.55%	36
2022 Q4	$320K	Hold	24,237	–	–	0.22%	103
2022 Q3	$504K	Buy	24,237 +18,230	+303%	+$490K	0.38%	60
2022 Q2	$190K	Buy	6,007 +3,060	+104%	+$182K	0.13%	153
2022 Q1	$321K	Buy	2,947 +2,774	+1,603%	+$320K	0.18%	118
2021 Q4	$26K	Buy	+173	New	+$43.2K	0.01%	464

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Tyler-Stone Wealth Management's UPST Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Upstart Holdings (UPST) stake by 28% in Q2 2025, selling an estimated $745K and leaving 39,634 shares worth $2.56M. The position accounts for 0.41% of the portfolio, ranked #50.

Tyler-Stone Wealth Management first reported a position in UPST in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.38M in Q4 2024. 421 funds tracked by Wall St. Rank hold UPST as of Q2 2025.

Tyler-Stone Wealth Management held 39,634 shares of Upstart Holdings worth $2.56M as of Q2 2025.
Tyler-Stone Wealth Management sold 15,200 Upstart Holdings shares in Q2 2025, an estimated $745K.
Upstart Holdings made up 0.41% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #50 holding.
Tyler-Stone Wealth Management first reported a position in Upstart Holdings in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Upstart Holdings position peaked at $3.38M in Q4 2024.
421 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.