Wealth Enhancement Advisory Services
UPST icon

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 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. 368 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.
  • 368 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.