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Wealth Management Associates’s Upstart Holdings UPST Stock Holding History

Wealth Management Associates’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
2025
Q3 		– Sell
-4,170
Closed -$270K – 240
2025
Q2 		$270K Buy
+4,170
New +$204K 0.11% 179
2022
Q1 		– Sell
-1,574
Closed -$238K – 203
2021
Q4 		$238K Buy
1,574
+177
+13% +$44.2K 0.13% 173
2021
Q3 		$442K Buy
+1,397
New +$276K 0.26% 100

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Wealth Management Associates's UPST Position: Q3 2025 in Review

Wealth Management Associates sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 4,170 shares — an estimated $270K sold.

Wealth Management Associates first reported a position in UPST in Q3 2021 and held it in 3 quarters. The position peaked at $442K in Q3 2021. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Wealth Management Associates reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • Wealth Management Associates sold 4,170 Upstart Holdings shares in Q3 2025, an estimated $270K.
  • Wealth Management Associates first reported a position in Upstart Holdings in Q3 2021 and held it in 3 quarters.
  • Wealth Management Associates's Upstart Holdings position peaked at $442K in Q3 2021.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Wealth Management Associates's 13F filing for Q3 2025, filed 21 Oct 2025.