Wealth Enhancement Advisory Services’s Upstart Holdings UPST Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	$240K	Buy	+7,338	New	+$226K	﹤0.01%	3421
2026 Q1	–	Sell	-5,830	Closed	-$295K	–	3871
2025 Q4	$295K	Sell	5,830 -1,618	-22%	-$74.5K	﹤0.01%	2936
2025 Q3	$386K	Buy	7,448 +218	+3%	+$15.3K	﹤0.01%	2573
2025 Q2	$534K	Sell	7,230 -5,482	-43%	-$269K	﹤0.01%	2179
2025 Q1	$585K	Buy	12,712 +8,098	+176%	+$503K	﹤0.01%	1942
2024 Q4	$284K	Buy	+4,614	New	+$288K	﹤0.01%	2425
2024 Q1	–	Sell	-5,310	Closed	-$217K	–	2574
2023 Q4	$217K	Buy	+5,310	New	+$162K	﹤0.01%	2041

Other funds holding UPST

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PSC

Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's UPST Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Upstart Holdings (UPST) in Q2 2026: 7,338 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #3421 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in UPST as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in UPST in Q4 2023 and has held it in 7 quarters since. The position peaked at $585K in Q1 2025. 33 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

Wealth Enhancement Advisory Services held 7,338 shares of Upstart Holdings worth $240K as of Q2 2026.
Upstart Holdings was a new Wealth Enhancement Advisory Services position in Q2 2026.
Upstart Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3421 holding.
Wealth Enhancement Advisory Services first reported a position in Upstart Holdings in Q4 2023 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's Upstart Holdings position peaked at $585K in Q1 2025.
33 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.