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

Wealth Enhancement Trust 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 		$3.52K Hold
99
– – ﹤0.01% 906
2026
Q1 		$2.55K Buy
+99
New +$3.48K ﹤0.01% 677

Other funds holding UPST

BlackRock
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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Upstart Holdings (UPST) position steady in Q2 2026 at 99 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Wealth Enhancement Trust Services first reported a position in UPST in Q1 2026 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Wealth Enhancement Trust Services held 99 shares of Upstart Holdings worth $3.52K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Upstart Holdings share count unchanged in Q2 2026.
  • Upstart Holdings made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #906 holding.
  • Wealth Enhancement Trust Services first reported a position in Upstart Holdings in Q1 2026 and has held it in 2 quarters since.
  • 265 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

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