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Wealthcare Advisory Partners’s Upstart Holdings UPST Stock Holding History

Wealthcare Advisory Partners’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
-3,527
Closed -$228K – 1058
2025
Q2 		$228K Buy
+3,527
New +$173K 0.01% 894
2025
Q1 		– Sell
-3,552
Closed -$219K – 952
2024
Q4 		$219K Buy
+3,552
New +$221K 0.01% 826

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Wealthcare Advisory Partners's UPST Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 3,527 shares — an estimated $228K sold.

Wealthcare Advisory Partners first reported a position in UPST in Q4 2024 and held it in 2 quarters. The position peaked at $228K in Q2 2025. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

  • Wealthcare Advisory Partners reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 3,527 Upstart Holdings shares in Q3 2025, an estimated $228K.
  • Wealthcare Advisory Partners first reported a position in Upstart Holdings in Q4 2024 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Upstart Holdings position peaked at $228K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.