Wealth Enhancement Trust Services
UPST icon

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
Q3 		– Sell
-99
Closed -$3.52K – 1475
2026
Q2 		$3.52K Hold
99
– – ﹤0.01% 906
2026
Q1 		$2.55K Buy
+99
New +$3.48K ﹤0.01% 677

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

Wealth Enhancement Trust Services sold out of Upstart Holdings (UPST) in Q3 2026, closing a stake of 99 shares — an estimated $3.52K sold.

Wealth Enhancement Trust Services first reported a position in UPST in Q1 2026 and held it in 2 quarters. The position peaked at $3.52K in Q2 2026. 260 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Wealth Enhancement Trust Services reported no remaining Upstart Holdings position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 99 Upstart Holdings shares in Q3 2026, an estimated $3.52K.
  • Wealth Enhancement Trust Services first reported a position in Upstart Holdings in Q1 2026 and held it in 2 quarters.
  • Wealth Enhancement Trust Services's Upstart Holdings position peaked at $3.52K in Q2 2026.
  • 260 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.