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Wealthspire Advisors (New York)’s Upstart Holdings UPST Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-16
Closed -$813 – 2795
2025
Q3 		$813 Buy
+16
New +$1.13K ﹤0.01% 2772

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s UPST Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 16 shares — an estimated $813 sold.

Wealthspire Advisors (New York) first reported a position in UPST in Q3 2025 and held it in 1 quarter. The position peaked at $813 in Q3 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 16 Upstart Holdings shares in Q4 2025, an estimated $813.
  • Wealthspire Advisors (New York) first reported a position in Upstart Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Upstart Holdings position peaked at $813 in Q3 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.