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Venturi Wealth Management’s Upstart Holdings UPST Stock Holding History

Venturi 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
Q1 		– Sell
-809
Closed -$49.8K – 1763
2024
Q4 		$49.8K Sell
809
-7
-0.9% -$436 ﹤0.01% 1017
2024
Q3 		$32.6K Buy
816
+176
+28% +$5.85K ﹤0.01% 886
2024
Q2 		$15.1K Buy
640
+516
+416% +$12.5K ﹤0.01% 1002
2024
Q1 		$3.34K Buy
124
+43
+53% +$1.27K ﹤0.01% 1162
2023
Q4 		$3.31K Sell
81
-1,478
-95% -$45K ﹤0.01% 1115
2023
Q3 		$44.5K Hold
1,559
– – ﹤0.01% 486
2023
Q2 		$55.8K Hold
1,559
– – ﹤0.01% 419
2023
Q1 		$24.8K Buy
+1,559
New +$26.2K ﹤0.01% 555
2022
Q2 		– Sell
-1,939
Closed -$212K – 354
2022
Q1 		$212K Buy
1,939
+300
+18% +$34.6K 0.02% 322
2021
Q4 		$248K Buy
1,639
+540
+49% +$135K 0.02% 303
2021
Q3 		$348K Buy
+1,099
New +$217K 0.03% 262

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Venturi Wealth Management's UPST Position: Q1 2025 in Review

Venturi Wealth Management sold out of Upstart Holdings (UPST) in Q1 2025, closing a stake of 809 shares — an estimated $49.8K sold.

Venturi Wealth Management first reported a position in UPST in Q3 2021 and held it in 11 quarters. The position peaked at $348K in Q3 2021. 386 funds tracked by Wall St. Rank hold UPST as of Q1 2025.

  • Venturi Wealth Management reported no remaining Upstart Holdings position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 809 Upstart Holdings shares in Q1 2025, an estimated $49.8K.
  • Venturi Wealth Management first reported a position in Upstart Holdings in Q3 2021 and held it in 11 quarters.
  • Venturi Wealth Management's Upstart Holdings position peaked at $348K in Q3 2021.
  • 386 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.