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Vermillion & White Wealth Management Group’s Upstart Holdings UPST Stock Holding History

Vermillion & White Wealth Management Group’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
2026
Q1 		– Sell
-31
Closed -$1.35K – 497
2025
Q4 		$1.35K Buy
+31
New +$1.43K ﹤0.01% 522

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Vermillion & White Wealth Management Group's UPST Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 31 shares — an estimated $1.35K sold.

Vermillion & White Wealth Management Group first reported a position in UPST in Q4 2025 and held it in 1 quarter. The position peaked at $1.35K in Q4 2025. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 31 Upstart Holdings shares in Q1 2026, an estimated $1.35K.
  • Vermillion & White Wealth Management Group first reported a position in Upstart Holdings in Q4 2025 and held it in 1 quarter.
  • Vermillion & White Wealth Management Group's Upstart Holdings position peaked at $1.35K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.