Western Wealth Management’s Upstart Holdings UPST Stock Holding History

Western Wealth Management’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 Q1	–	Sell	-5,032	Closed	-$220K	–	992
2025 Q4	$220K	Buy	+5,032	New	+$232K	0.01%	774
2022 Q2	–	Sell	-4,186	Closed	-$456K	–	857
2022 Q1	$456K	Buy	4,186 +2,570	+159%	+$296K	0.02%	551
2021 Q4	$244K	Buy	+1,616	New	+$404K	0.02%	525

Other funds holding UPST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Western Wealth Management's UPST Position: Q1 2026 in Review

Western Wealth Management sold out of Upstart Holdings (UPST) in Q1 2026, closing a stake of 5,032 shares — an estimated $220K sold.

Western Wealth Management first reported a position in UPST in Q4 2021 and held it in 3 quarters. The position peaked at $456K in Q1 2022. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

Western Wealth Management reported no remaining Upstart Holdings position as of Q1 2026 after selling out during the quarter.
Western Wealth Management sold 5,032 Upstart Holdings shares in Q1 2026, an estimated $220K.
Western Wealth Management first reported a position in Upstart Holdings in Q4 2021 and held it in 3 quarters.
Western Wealth Management's Upstart Holdings position peaked at $456K in Q1 2022.
338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.