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 Q3	$350K	Buy	14,475 +7,137	+97%	+$204K	﹤0.01%	3195
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Wealth Enhancement Advisory Services's UPST Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Upstart Holdings (UPST) stake by 97% in Q3 2026, buying an estimated $204K and bringing the position to 14,475 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #3195.

Wealth Enhancement Advisory Services first reported a position in UPST in Q4 2023 and has held it in 8 quarters since. The position peaked at $585K in Q1 2025. 182 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

Wealth Enhancement Advisory Services held 14,475 shares of Upstart Holdings worth $350K as of Q3 2026.
Wealth Enhancement Advisory Services bought 7,137 Upstart Holdings shares in Q3 2026, an estimated $204K.
Upstart Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3195 holding.
Wealth Enhancement Advisory Services first reported a position in Upstart Holdings in Q4 2023 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Upstart Holdings position peaked at $585K in Q1 2025.
182 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.