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Wiser Advisor Group’s Upstart Holdings UPST Stock Holding History

Wiser Advisor Group’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
-50
Closed -$2.54K – 253
2025
Q3 		$2.54K Buy
+50
New +$3.52K ﹤0.01% 227
2025
Q2 		– Sell
-50
Closed -$2.3K – 243
2025
Q1 		$2.3K Buy
+50
New +$3.11K ﹤0.01% 235

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 $12.1B AUM 109.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 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 $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wiser Advisor Group's UPST Position: Q4 2025 in Review

Wiser Advisor Group sold out of Upstart Holdings (UPST) in Q4 2025, closing a stake of 50 shares — an estimated $2.54K sold.

Wiser Advisor Group first reported a position in UPST in Q1 2025 and held it in 2 quarters. The position peaked at $2.54K in Q3 2025. 393 funds tracked by Wall St. Rank hold UPST as of Q4 2025.

  • Wiser Advisor Group reported no remaining Upstart Holdings position as of Q4 2025 after selling out during the quarter.
  • Wiser Advisor Group sold 50 Upstart Holdings shares in Q4 2025, an estimated $2.54K.
  • Wiser Advisor Group first reported a position in Upstart Holdings in Q1 2025 and held it in 2 quarters.
  • Wiser Advisor Group's Upstart Holdings position peaked at $2.54K in Q3 2025.
  • 393 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2025.

Based on Wiser Advisor Group's 13F filing for Q4 2025, filed 9 Feb 2026.